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Create New Contract - Project One time fee

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:
  • Select Customer (only if change from previously selected customer required)
  • Enter Contract Name
  • Select Start Date
  • Select End Date
    • Note: Atera will automatically calculate Todays 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 Project - One time fee.
6. Select the Total Amount.
Note: If you have not yet setup 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.



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