This KB will show you how to create a Standard Retainer / Flat Fee retainer contract in Atera.
Retainer / Flat Fee Contract Definition:
This contract can be used when you want to charge the customer a flat periodic fee that includes a predefined set of activities. The customer will pay in advance or in arrears on an agreed billing cycle date.
Note: This is the basic/standard MSP contract.
- Contract Type
To create a Retainer Contract follow the steps below:
|1. From the left hand panel click Customers|
|2. Then select the required customer|
|The Customer page displays.|
|3. Click Create Contract|
|The Add Contract Page Displays|
|4. Enter the contract header details:|
|5. Select the Contract Type|
6. Enter the Quantity
|7. Select the Billing Period|
8. Select the Rate
|Note: If you have not yet setup the rate type required you can do this now by clicking Add Rate|
|9. Select the SLA Plan|
|10. Enter any contract Notes as required|
|11. Click Save|
|Example of Office365 Pricing:
Option number 1
Option number 2
Option 1 is recommended, use this rate as a generic rate.