How to Install and Manage the Contracts Module?
Are you working with contracts and don't want to miss deadlines for recurring invoices? Easily view and manage contract information, scheduled payments, and average expenses with the Invoice123 Contract Management integration.
Open the list of INTEGRATIONS
You can find modules in two ways. In the account management panel, by selecting the PUZZLE ICON, or in account settings by clicking on INTEGRATIONS.
In the list of integrations, find and INSTALL the Contract Management Integration
In the module settings, you can enter AVERAGE MONTHLY EXPENSES. These will be reflected in the contract management integration statistic's chart. Save changes
After installing the integration, the functionality will appear on the left side of the window at the bottom CONTRACTS
Click CREATE CONTRACT
Enter contract details
Enter invoice information
Enter additional details, you can attach a contract file in the attachments. Once done, click CREATE CONTRACT
Created contract will appear in contracts list. Expand the contract row and click ADD PAYMENT
Add payment details and click confirm, later you will be able to generate invoices according to added details
After entering all payments, you will see them under the contract
If you want to use periodic payments, Recurring Invoices Automation integration has to be installed, instructions here
When the due date arrives, you can generate invoices. Click on the three dots next to the payment line and select CREATE INVOICE
If you selected that the payment is an ADVANCE PAYMENT, a proforma invoice will be created.
If invoice was generated prior the contract, it can be linked through three dots > link payment
Check the invoice details and click CREATE INVOICE
All information about issued invoices and payments will be reflected in the contract register and chart
If it is needed to see full list of all contract payments, go to CONTRACT PAYMENTS, mass update of due date change is available
How to do it?
Open the list of INTEGRATIONS
You can find modules in two ways. In the account management panel, by selecting the PUZZLE ICON, or in account settings by clicking on INTEGRATIONS.
In the list of integrations, find and INSTALL the Contract Management Integration
In the module settings, you can enter AVERAGE MONTHLY EXPENSES. These will be reflected in the contract management integration statistic's chart. Save changes
After installing the integration, the functionality will appear on the left side of the window at the bottom CONTRACTS
Click CREATE CONTRACT
Enter contract details
Enter invoice information
Enter additional details, you can attach a contract file in the attachments. Once done, click CREATE CONTRACT
Created contract will appear in contracts list. Expand the contract row and click ADD PAYMENT
Add payment details and click confirm, later you will be able to generate invoices according to added details
After entering all payments, you will see them under the contract
If you want to use periodic payments, Recurring Invoices Automation integration has to be installed, instructions here
When the due date arrives, you can generate invoices. Click on the three dots next to the payment line and select CREATE INVOICE
If you selected that the payment is an ADVANCE PAYMENT, a proforma invoice will be created.
If invoice was generated prior the contract, it can be linked through three dots > link payment
Check the invoice details and click CREATE INVOICE
All information about issued invoices and payments will be reflected in the contract register and chart
If it is needed to see full list of all contract payments, go to CONTRACT PAYMENTS, mass update of due date change is available
Updated on: 14/06/2024
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