One-time contracts are ideal for businesses offering services that are limited to a specific project.
This article explains how to create one-time contracts and manage billing in SuperOps for smooth service delivery and accurate invoicing.
To create a one-time contract,
Go to Modules > Clients.
Select the client for whom you want to create a one-time contract.
Click the +One-Time Contract button. This will open the contract creation window with two sections:
Basics
Application
Configuring the Basics Section:
The Basics section defines the key details of the contract.
Choose a custom package - Service Bundle, Block Hour, or Block Money.
3. Add a description to clarify the contract details.
4. We will automatically display the ‘Unit Price’ of the selected plan. If the default price doesn’t fit your agreement with the client, you can modify it by enabling the ‘Override Price’ checkbox.
5. The site that you have created the project under, will be the default site for the contract as well.
6. Now, add the start and end dates for the contract. Additionally, you can set a reminder to notify you via email before the contract expires.
7. Here’s the important part - configuring billing details. SuperOps allows you to choose a pricing model and quantity type for the contract.
💡SuperTip: To learn more about How Billing Works In Superops, check out this article.
8. Once you are done setting up the Billing method, we will show the calculated contract price for your reference.
9. The next step is to configure the subscription terms. Choose whether to generate invoices immediately or add them to a billing queue.
10. The Included Items section provides a detailed view of the services and products within the chosen package. From this page, you can:
Add or remove items to customize the package further.
Map items to the delivery map if they haven’t been assigned already.
📝Note: You cannot update the unit cost or unit price of an included item from the contracts page. You can only do that from the service catalog.
Configuring the Application Section
The Application section is where you define how the one-time contract applies to a project.
First, choose the project that you want to apply this contract to.
2. If necessary, you can override pricing by discount, amount, or flat rate or provide the same based on a condition.
3. Next, define which hour-based services should be auto-approved. Hours logged for these services will bypass the auditing process.
4. Finally, specify services or products excluded from the contract. These items will not appear on tickets for worklogs or product additions.
Once you are done configuring the Basics and Application section, review the entire contract to ensure all details are accurate. Once satisfied, save the contract. Your one-time contract is now ready!