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    Create new Contract - Retainer/Flat Fee

    This article explains how to create a standard Retainer/Flat Fee contract. This is the most popular contract type, and is used to charge customers a flat periodic rate that includes a predefined set of support services. The customer will pay in advance, or on an agreed-upon billing schedule.

     

    To create a Retainer/Flat Fee contract:

    1. From the left-hand panel, click Customers.
    2. Select the specific customer.
    The Customer page appears.
    3. From the Contracts tab, click Create Contract.
    The Add Contract page appears.
    4. Enter the contract header details:
    • Select Customer (only if change from previously selected customer required)
    • Enter Contract Name
    • Select Start Date
    • Select End Date
      • Note: Atera will automatically calculate Today's date  + 3 years ahead
    Optional to check:
    • Active (This must be selected to enable the contract)
    • Set this contract to Default contract (Select if you wish this contract to be the default contract type for this customer)
    • Set this contract as Taxable (Select if you need tax to automatically be added to the contract)
    5. Select the Contract Type.

    6. Enter the Quantity: 

    • For a Retainer, the quantity should be typically left at 1.
    • For a Flat fee (e.g. Office365), the quantity should represent the number of mailboxes.
    7. Select the Billing Period.

    8. Select the Rate:

    • For a Retainer, the rate will typically be the monthly recurring retainer.
    • For a Flat Fee (e.g. Office365), the rate can be the price per mailbox.
    Note: If you have not yet set up the rate type, you can do this now by clicking Add Rate.
    9. Select the SLA Plan.
    10. Enter any contract Notes if needed.
    11. Click Save.
    Here's an example using Office365 email:
    • The customer purchased 10 x Office 365 mailboxes for $15 each per month.
    • We need to charge the customer a flat monthly fee for 10 mailboxes 10 x $15 = $150.

    Option number 1

    • Use a quantity of 10 with a rate of $15

    Option number 2

    • Use a quantity of 1 with the rate of $150

    (option 1 is recommended, use this rate as a generic rate.)

     

     

    Still have a question? Contact us
    Liron Hanania

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