How to create a contract with auto-populated products
- Start a new contract and select the customer.
- Set the start date, and optionally an end date.
- Choose auto-populate. The system adds all default products and pricing configured for the customer’s business entity.
- Review the added line items and adjust any that need a different price for this deal.
- Save the contract.
How to add a manually-priced line item to a contract
- On the contract, choose to add a product manually.
- Select the product from the catalog.
- Set the price for this line item.
- Configure the pricing model, billing schedule, and any discounts or commitments the line item needs.
- Save the contract.
How to set up price versions on a line item
- Open the line item you want to configure.
- Add a price version with the rate and the time period it applies to (for example, $10/seat for January through June).
- Add a second price version for the next period (for example, $12/seat from July onward).
- Confirm the versions cover the full line item period with no gaps — validation will flag gaps before the contract can be saved.
How to align billing to a specific date using anchor dates
- Open the line item’s billing schedule settings.
- Instead of anchoring to the contract start date, choose an anchor date — for example, the last day of the month or the first day of each quarter.
- Confirm the anchor date doesn’t conflict with anchor dates on other line items in the same contract; conflicting anchor dates are rejected at save time.
How to preview invoices before activating a contract
- With the contract open — saved or still a draft — choose invoice preview.
- Review the generated invoices to confirm pricing, quantities, and schedule are correct.
- Make adjustments and re-preview as many times as needed; previewing a draft doesn’t save or activate anything.
How to activate a contract
- Open the contract in draft status.
- Choose activate. This moves the contract to active and automatically generates the first invoice.
- (Placeholder: completeness checks before activation — for example, confirming all required fields are filled in — are not yet available, so review the contract manually before activating.)
How to change a recurring quantity from a future date
- Open the line item for the recurring product (for example, seats or licenses).
- Add a new quantity entry with the date it takes effect.
- The system automatically splits the timeline — usage before that date keeps the old quantity, and usage from that date forward uses the new one.
How to add to an on-demand quantity pool
- Open the line item for the on-demand product (for example, credits or top-ups).
- Add the additional units.
- The new units stack on top of the existing allocation; there’s no need to replace or reset the existing pool.
How to update an existing draft contract
- Open the draft contract.
- Make any combination of changes: rename it, update the description or dates, add or remove line items, or edit existing line item prices and dates.
- Save. All changes in the draft are committed in a single save.
- If another user saved a conflicting change first, your save is rejected with a conflict error — reopen the contract to see the latest version before retrying.
How to filter and find contracts
- Go to the contracts list.
- Filter by customer, status, name, currency, business entity, or a date range.
- Open any result to view its full line items, pricing, quantities, and configuration.