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How to use the Contract 'Special Fields'

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  • How to use the Contract 'Special Fields'

    Step 1. In this example we will create a monthly contract line item that will appear in the customer's invoice as "Monthly Maintenance Fee - March - Contract #3 of 7 total bills".
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  • #2
    Step 2. Make sure you are on the Contract section and click the New button. Then choose the customer this contract is for.
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    • #3
      Step 3. The Contract window will appear. The Special Fields are shown on the right side of this window. We can use them however we need to in order to achieve our desired results in the Line Item Description. Remember to enter a Service Price. That is how much the contract line item will charge.
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      • #4
        Step 4. Click on the Billing Tab. Set the Bill Contract Every field and then choose the First Billing Date and Last Billing Date along with the Number Of Billings. Click the OK button when finished.
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        • #5
          Step 5. To show you an example of what the line item will look like on this customer's invoice, let's go to the Schedule screen and generate an invoice for this specific customer.
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          • #6
            Step 6. Here is a sample invoice showing two months of contracts. This example shows you how Gopher can use the Contract features Special Fields to dynamically change invoice line item text.
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