Creating contracts for existing PSA clients

Contracts ensure you can use PSA to start bill your clients on a regular basis for services and products.

When you access the Sales and billing module, if one or more clients have services or products assigned, you are prompted to create contracts for your existing clients.

To create contracts for existing PSA clients

1. Go to Sales and billing > Sales.

2. [If the banner informs you that a specified number of clients do not have contracts assigned] Click Create.

   If you previously closed this banner, click the Create contracts for existing customers link, located in the upper-right of the screen.

3. In the Create new contract wizard:

   1. Select the relevant client, and click Next.

   2. Add contract information, including payment details and the contract period.

      For more information, see PSA contracts.

   3. When done, click Next.

   4. [If you have not already defined billing information] Add billing information, and click Next.

      If you have already defined billing information, this step is skipped.

   5. Add contract parts.

      By default contract parts based on services already assigned to the client are added to the contract template. These contract parts can be edited or deleted. Ensure you set the correct prices for the contract parts.

4. Click Done.

The contract is added to the list of existing contracts in the Contracts tab.