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    Create new Contract - Online Backup

    This article will show you how to create a new Online Backup contract. This contract type can be used when you wish to charge the customer for calculated usage of Atera's integrated online backup at a Rate per Gigabyte.

    You can set the Online Backup contract to be counted by:

    • PCs Total GB
    • Servers Total GB
    • Total GB (Both)

    The billing calculation is based on the (Rate per GB * Usage). Atera automatically collects and populates this data. There is no requirement to enter the number of PCs and / or Servers manually. 

    Note: This contract type can only be used with Atera Integrated Online Backup. For more information about Atera Online Backup, refer to the Online Backup section in the Atera Support Portal.

    Required fields:

    • Contract Type
    • Rate per Gigabyte

     

    To create an Online Backup Contract:

    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 changed 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 Online Backup

    6. Select the Count By

    Note: you can select only one of the three options; PCs, Servers or both together. If you plan to have a different rate for PCs and Servers you will need to create two separate contracts one for each type.

     

    7. Select the Billing Period

     

    8. Select the Rate per GB

    Note: If you have not yet setup the Rate per GB 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

     

     

    Still have a question? Contact us
    Liron Hanania

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