You must create a new client contract when a client has a new funder or when services are delivered under a new organisation. Contracts control invoicing, billing rates, and who receives invoices.
To create a new client contract, follow these steps:
Click Organisation, then click Contracts.
Click New in the bottom‑right corner.
Click Delivery and complete all mandatory fields marked with a red asterisk (*).
Set contract type
Social services contract
If this is social service contract:
Click Organisation and Contact to select the relevant details from the drop‑downs.
Click Billing, then click Invoices are sent to the Organisation to choose the required contact.
Private contract
If this is a private contract:
Leave Organisation and Contact fields blank.
Skip organisation billing selections.
Configure billing details
To configure billing details, follow these steps:
Click on an Invoice Template.
Choose the correct Billing Rate.
Review all details for accuracy.
Click OK to save the contract.