Category: Module 3: PSA Contract Management
Invoicing Contracts
How to generate invoice pdf from contract? Approach 1: From Contract form This consists of 2 parts: Part 1: Generating Invoice record Part 2: Generating Invoice PDF from invoice record. Approach 2: From Invoice form Here the invoice record has already been created. You can modify the invoice and invoice line details…and then generate the […]
Viewing Contracts
To view contracts, Open Zap PSA app. Now from left navigation… look for section “Manage” and click “Contracts” This will open up the Contracts List view page. Below are the different Contracts Views that come out-of-box: 1. Open Contracts 2. Expired Contracts 3. Expired Contracts in last 30 days 4. Contracts expiring in next 7 […]
How do we create new contract from blank?
Below are the two different approaches that could be used to create new Contract: 1. New Contract – Blank Contract: Browse to Contracts (Zap PSA Contracts) and click “New” 2. New Contract – From Template: Browse to Contracts (Zap PSA Contracts) and click “New + From Template”. This could be useful for creating contracts in BULK. Contract […]
Protected: How to copy or renew an existing Contract?
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Protected: Contract, Contract Types & Contract Periods
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How to – Create New Contract from Contract Template
Presently (Apr 2023), we use contract only for auto-calculation of extended price. However in future when full contract management module is out…we will provide support for managing post-paid/ pre-paid support contracts + recurring subscriptions + billing & invoicing. You can save time and efforts by creating contracts in bulk using “contract template” functionality. Below are […]
Creating New Contract
Creating New Contract: Below are the four different approaches that could be used to create new Contract: 1. New Contract – Blank Contract: Browse to Contracts (Zap PSA Contracts) and click “New” 2. New Contract – From Template: Browse to Contracts (Zap PSA Contracts) and click “New + From Template”. This could be useful for […]
Contracts
A Contract is the heart of this PSA system. So whether you want to calculate the extended price of time-entry or manage your support billing then a valid contract record needs to be created for your Customer. A Contract record stores details about: Contract Type Billing Methods Contract Rate Staff and their hourly rates Contract […]
