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Create new Contract - Retainer/Flat Fee

This article will show you how to create a standard Retainer/Flat Fee contract. This type of contract can be used when you want to charge your customer a flat periodic fee, which includes a predefined set of activities. The customer will pay in advance, or on an agreed upon billing schedule.

Note: This is the basic/standard MSP contract.

Required fields:

  • Contract Type
  • Quantity
  • Rate

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 appears.
3. 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 contract the quantity should be typically left at 1.
  • For a Flat fee (Office365 for example) 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 (Office365 for example) 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.)

 

 

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