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Client contracts

Keep billing agreements under Business → Clients → Contracts: list, view, create, and edit contracts invoicing can rely on.

Outcome

You can browse contracts (optionally filtered by client), open contract detail, create a contract with terms and dates, and edit it.

Who it's for

Planner / company admin / finance partner

Prerequisites

  • At least one client
  • Permission to view or manage contracts

Steps

  1. Open Business → Clients → Contracts, or use the Contracts card / row action from Clients.
  2. On the list: search and filter; switch grid vs table. Status shows active, expired, or draft at a glance.
  3. View: open View. Check name, client, dates, type, value, billing frequency, status, and any attached documents.
  4. New: Add Contract. Select client, name, dates, service when relevant, contract type, value, and billing frequency. Save lands on contract detail.
  5. Edit: …. Update terms when agreements change. Confirm carefully on delete when references exist.
  6. Contracts frame how you bill; rates still live on Rates screens. Next in this cluster: Client rates.

Visuals

Contracts list: billing agreements; optional from the Clients hub.

Contracts list: billing agreements; optional from the Clients hub.

Contract detail: terms, dates, status.

Contract detail: terms, dates, status.

New contract: client, dates, type, value, billing frequency.

New contract: client, dates, type, value, billing frequency.

Edit contract: update billing terms without losing the agreement record.

Edit contract: update billing terms without losing the agreement record.

Related feature

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