Configure Contract Templates¶

Overview¶

Contract templates help standardize and simplify the creation of recurring contracts. By using templates, you can predefine settings such as journals, price lists, subscription products, and invoicing rules. When creating a new contract, selecting a template automatically fills in the predefined fields, ensuring consistency and reducing manual work.

To create a contract template, navigate to:

Configuration → Contracts → Contract Templates

Creating a Contract Template¶

Click [New] to create a template and complete the required information.

Contract Template Fields¶

Contract Header¶

Field	Description
Contract Name	Name of the contract template. This name helps identify the template when creating contracts.
Contract Type	Defines whether the template is used for Customer or Vendor contracts.
Journal	Accounting journal used for invoices generated from this contract.
Pricelist	Pricelist used to determine product pricing in the contract.

Contract Template Configuration

Lines Tab¶

The Lines tab contains the products or services that will be invoiced repeatedly under the contract.

Line Fields¶

Field	Description
Product	Product or service included in the contract.
Description	Description that appears on generated invoices.
Quantity	Quantity to invoice each billing period.
Unit of Measure	Unit used for the quantity (Units, Hours, Months, etc.).
Auto-price	Automatically updates the price based on the selected pricelist.
Unit Price	Price charged for one unit of the product or service.
Discount (%)	Percentage discount applied to the line.
Sub Total	Total amount for the line after quantity and discount calculations.

Create Contract Template Lines¶

When adding a new line, the following fields are available.

Subscription Rule Configuration

Product Information¶

Field	Description
Product	Product or service that will be billed.
Auto-price	Uses the pricelist to automatically calculate the unit price.
Unit Price	Price per unit of the product or service.
Quantity	Number of units to invoice.
Discount (%)	Discount applied to the line item.
Description	Text that will appear on the invoice line.

Recurrence Settings¶

These settings control how often the line is invoiced.

Field	Description
Invoice Every	Defines the billing interval.
Month(s)	Time unit used for recurring invoicing.
Invoicing Type	Determines when invoices are created.

Invoicing Types¶

Type	Description
Pre-paid	Invoice is generated before the service period starts.
Post-paid	Invoice is generated after the service period ends.

Example

Invoice Every: 1 Month

Invoicing Type: Pre-paid

Result: An invoice is created at the beginning of every month.

Other Information Tab¶

The Other Information tab contains placeholders that can be used inside invoice line descriptions.

Contract Template Legends

Available Markers¶

Marker	Description
#START#	Start date of the invoiced period.
#END#	End date of the invoiced period.
#INVOICEMONTHNAME#	Name of the invoiced month.