> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.invoice123.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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. 

### How to do it?
1. Open the list of **INTEGRATIONS**
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/integrations_17wpdkz.png)
| 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**.

2. In the list of integrations, find and **INSTALL** the **Contract Management Integration**
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-14512_6yu6x6.png)
3. In the module settings, you can enter **AVERAGE MONTHLY EXPENSES**. These will be reflected in the contract management integration statistic's chart. Save changes
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-14515_1oheg2t.png)
4. After installing the integration, the functionality will appear on the left side of the window at the bottom **CONTRACTS**
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-14530_1d9ei20.png)
5. Click **CREATE CONTRACT**
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-14532_1h2yfvj.png)
6. Enter contract details
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-14540_xgg2it.png)
7. Enter invoice information
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-14542_5f4ymo.png)
8. Enter additional details, you can attach a contract file in the attachments. Once done, click **CREATE CONTRACT**
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-14545_1u7c97l.png)
9. Created contract will appear in contracts list. Expand the contract row and click **ADD PAYMENT**
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-14555_1laamfy.png)
10. Add payment details and click confirm, later you will be able to generate invoices according to added details
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-14582_72q9ux.png)
11. After entering all payments, you will see them under the contract
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-14592_b4mml9.png)
||| If you want to use periodic payments, **Recurring Invoices Automation** integration has to be installed, instructions [here](https://help.invoice123.com/en/article/how-to-create-a-recurring-invoice-18kuu8r/)

12. When the due date arrives, you can generate invoices. Click on the three dots next to the payment line and select CREATE INVOICE
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-15015_12v4wel.png)
| 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

13. Check the invoice details and click **CREATE INVOICE**
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-15033_191gi41.png)

14. All information about issued invoices and payments will be reflected in the contract register and chart
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-15042_w3bw8r.png)
15. If it is needed to see full list of all contract payments, go to **CONTRACT PAYMENTS**, mass update of due date change is available
![](https://storage.crisp.chat/users/helpdesk/website/a9835b72ea0f8000/screenshot-2024-06-14-at-15060_rida7g.png)