Skip to content
العربيةClient login
Menu

More screens

Contracts & Subscriptions settings

The rules this part of the system follows: when a contract counts as ending soon, when reminders go out, and what the customer may see.

Where

Contracts & Subscriptions › Setup › Settings

Who

Anyone allowed to change these settings.
1
Change a setting. Each one says under its name what it does.
2
Press Save changes.
SettingWhat it decides
A contract is "expiring soon" withinHow many days before its end a contract counts as at risk on the overview.
A subscription invoice is due withinHow long a customer has to pay an invoice raised by a billing cycle.
Days before a contract ends to send the reminderWhen the reminder goes out, if the contract itself does not say.
Days between reminders for an unsigned contractHow often a contract that was sent and not signed is chased. 0 turns it off.
Staff may add a contract type from the contract formWhether people who fill a contract may add a new type there.
Require a sign-in to view a contractWhether the customer must sign in to the portal before the contract opens.
Show the company signature on the contract PDFWhether the PDF carries your company's signing block.
Paper for the contract PDFThe paper size of the PDF.
Hour of day to perform automatic operationsThe hour the daily automatic work runs.
Subscription payment — what the customer is sentWhat goes to the customer when a subscription payment is due.

A setting marked Using the default has not been changed for this company.

Contracts & Subscriptions settings