How do I associate a Client Company with a Client Contract?

A Client Company is associated with a Client Contract during the Client Contract set up. Please follow the steps below to set up a Client Contract.

1

Click on Contracts

2

Click on Client Contracts

3

Click on New.

4

Under Attach to Client Company, select a Client Company. If you do not see your Client Company in this list, it will need to be created first.

5

Provide an Integration Date.

6

Enter a Term length (months).

7

Enter an Auto Renew length (months).

8

Click on Save.

9

After creation, you may optionally upload any supporting Client Contract documents by clicking on the document icon.

10

Click on Save Changes.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.