Create Contract Template

This screen allows you to create new contract templates, which can be associated with Clients.

1. On the Contract Template Management tab, enter/select the following:
   • Description – for the contract template
   • Currency – select from the drop-down list
   • Saturday – select from the drop-down list the day on which to collect if the collection day falls on a Saturday
   • Sunday – select from the drop-down list the day on which to collect if the collection day falls on a Sunday
   • Collect on – select from the drop-down list the collection day ( 1 to 30, or last day)
2. On the Template Charges tab, click Add Charge Template to add a new charge template, and enter the following:
   • Charge Group – select the required radio button (these have been predefined under Charge Groups)
   • Type – One-time, Recurring or Usage
   • Run Interval – Weekly, Monthly or Other
   • Contract value – check the check box if required
   • Term (amount of weeks, months or other (as specified in Run Interval above)
3. Click Update when complete.
4. Click Save and Close to save the contract template and associated charges.