Set up a recurring contract

Transcript

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1. 0:01

   Welcome to FlairSuite. A contract is an agreement to bill a customer for the same thing every period, such as rent or a maintenance service. Once it is approved, FlairSuite raises the invoices for you. Let's set one up.

2. 0:22

   Contracts are under Customers, Contracts. The list shows each contract's customer, total and approval status. To start a new one, click Create contract.

3. 0:34

   A new draft contract opens. It already runs for one month from today and repeats every month, and you can change these dates and the period here. First, click Customer and choose who the contract is with.

4. 0:49

   Next, click Add Item and choose what the customer pays for, then enter the monthly price, fifty dinars. The Recurring switch is on, so this line is billed on every invoice, not only the first.

5. 1:06

   A contract only starts billing once it is approved. Click Send to Approval to save it and send it to the people who approve contracts.

6. 1:16

   The approver opens Pending Approvals, from the check mark at the top of the screen, and clicks Details to read the contract. From here they can approve it, return it for changes, or reject it.

7. 1:40

   Click Approve and confirm. Back in the Contracts list, our new contract is there, approved, and its invoices will now be issued every month.

8. 2:01

   That's it. We created a contract, chose the customer and the monthly item, and approved it, so the invoices take care of themselves. Thank you for watching.