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. |
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2. Select the specific customer. |
The Customer page appears. |
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3. From the Contracts tab, click Create Contract. |
The Add Contract page appears. |
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4. Enter the contract header details: |
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5. Select the Contract Type. |
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6. Enter the Quantity:
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7. Select the Billing Period. |
8. Select the Rate:
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Note: If you have not yet set up the rate type, you can do this now by clicking Add Rate. |
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9. Select the SLA Plan. |
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10. Enter any contract Notes if needed. |
11. Click Save. |
Here's an example using Office365 email:
Option number 1
Option number 2
(option 1 is recommended, use this rate as a generic rate.) |
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