This article will show you how to create a new Project - One time fee contract. This contract type is used when you want to charge a customer an inclusive flat fee for a project, where the price is agreed upon prior to starting the project.
Required fields:
- Contract Type
- Total Amount
To create a Project 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: |
|
5. Select the Contract Type Project - One time fee. |
6. Select the Total Amount. |
Note: If you have not yet set up the rate type required you can do this now by clicking Add Rate. |
![]() |
7. Select the SLA Plan. |
![]() |
8. Enter any contract Notes if needed. |
9. Click Save. |
Still have a question? Contact us