Contracts

Create contracts and track renewals and dates, no scattered paperwork.

Organize client contracts inside the system instead of scattered files, with each contract linked to its client and its dates and billing day tracked.

How to use it

• Create a contract, link it to the client, and set start and end dates.
• Set a billing day so you remember due dates.
• Review a client's contracts from their profile anytime.

How it works in the system

• Each contract is linked to the client profile and appears in their record.
• Dates and the billing day help you track renewals and due dates.
• Contracts tie into invoices to track what was issued and what's due.