Contract Management

To enable contract management, go to Quick menu → Settings → Use contract management.

On the Sales tab, Contracts will appear. You will be able to create contracts.

Contracts can be of several types. By default, the Fixed price, Subscription, and Time and materials types are created.

When you select a contract of the Subscription type, you can use the Subscription feature:

To access subscription management, go to Contracts and click Manage subscription. The subscription management window will open.

In this window, you can view information about contracts with the Subscription type, as well as create Invoices and Statements for selected contracts.

In the Invoices tab, you can see information about the generated invoices.

When generating an invoice for the selected contract, a Preview of the generated invoice appears, where you can see what the invoice will look like before it is created.

To post the invoice, select the Mark and click Generate. Invoices that are not marked will not be generated.

You can now use contracts in Bank stream (Settings > Contract).

And in Categorization Rules.

To use Debit orders, inside the contract, select the Generate debit orders checkbox and also fill in the Subscription services and Debit orders details tabs.

To proceed to generating debit orders, go to Contracts > Manage subscription.

Select the required contracts and click Generate debit orders.

The Preview window will open where you can check which debit orders will be generated.

Select all the necessary ones and click Generate.

After that, you can see it on the Debit orders tab.

To connect to the Direct Debit system, select the desired account and click Connect.

Select the Direct debit system and click Proceed.

Fill in your login and password.

After this, you can send a debit order to the system.

Select the necessary ones and click Confirm for sending.

Debit order will be marked as Confirmed to send.

After that, click Refresh and all orders in this status will be sent to the system.