The contract value calculation takes all line items on the repeating invoice that have a term and multiplies them out to show the value. If the repeating invoice is term ‘0’, then only those line items that have a term greater than ‘0’ are included.

Note: The item code selected on the line time must be marked as Contract Value (see About Item Codes).

1. Choose Select > Calculate Contract Value from the Actions column next to the client contract that you want to calculate. The Contract Value Calculator screen is displayed.
2. Enter the required date in the Calculate Until field. This field is auto-populated with the End Date if it was entered on the selected contract.
3. Click Calculate Until to calculate the remaining value of the selected contract and associated active repeating invoices. Information is displayed under the following headings:
   • Contract Value Incl –
   • Current Balance
   • Future Invoices Incl – the projected invoice value from today until the Calculate Until date, irrespective of whether the repeating invoice or associated line items have a term.
   • Settlement Total
   • # Immediate Invoices –
   • # Other Invoices
   • # Total Invoices –
4. Click Close when complete to return to the Contract Management screen.

Note: To download and view a pdf version of the contract valuation report, click the Valuation Report Download Pdf icon.