You can find this section in HostBill Admin → Clients → Manage Clients → Client Profile → Contracts
Table of contents
Overview
Contracts are automatically generated documents that customer accepts after order. Contracts can be assigned to a given product or service or each client can has a default contract assigned. All client contracts are listed in the Contracts tab in client profile.
Add new contract
To add a new contract click on a blue "New Contract" button. You can also edit existing contract by configuring the fields:
- Contract Number
- Use as a default contract - each client can have one default contract
- Contract template - choose the template (templates can be created in Settings → Ordering → Agreements & Contract templates)
- Status - Draft, Pending, Active, Expired, Cancelled
- Expiration date
- Accepted - mark whether or not the client accepted the contract
- Accepted date
- Accepted time
- Public note
- Attached files
