Articles on: Integrations

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?


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. Click EDIT contract and select the PAYMENTS section


Enter planned payments, later you will be able to generate invoices according to added details

After entering all payments, click UPDATE CONTRACT

Payments will appear next to the contract, you can also include additional payments

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.

Check the invoice details and click CREATE INVOICE

All information about issued invoices and payments will be reflected in the contract register and chart

Updated on: 28/12/2023

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