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Create new Contract - Project One time fee

This article will show you how to create a new Retainer Project type contract in Atera.

This contract can be used when you want to bill the customer an inclusive flat fee for a project, and 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 displays.
3. Click Create Contract
The Add Contract Page Displays
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 as required
9. Click Save

 

 

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