Quick start

This walkthrough follows the order the pages depend on each other: product types before products, products and facilities before contract lines. Run it in a sandbox company first.

1. Create a product type

Open Product Type List and add a type with a Code and Description. Product types classify products and must exist before products are created.

2. Create a product

Open Product List and choose New. On the Product Card, fill in No., Description and Type, then the pricing, and the duration, binding and expiry rules that decide how long a contract line for this product lasts. Optionally restrict the product to certain facilities or zones, pick a deferral template, and control whether it appears in the webshop.

3. Create a parking facility

Open Parking Facility List and choose New. Give the facility a No. and Name, set it Active, enter the address and the capacity breakdown, and add its Zones in the subpage. Use the Landlords action to link the landlord.

4. Create the contract

Open Contract List and choose New. Select the Customer No.; name and address are copied from the customer. Set Email and Billing Email, and switch on Administration Fee and Invoice Fee if those fees apply.

5. Add a contract line

In the Contract Lines subpage, select the product in No., the Parking Facility No., and check Price and Quantity. Set From Date, mark the line Recurring if it is subscription-style, and pick the Payment Type.

6. Activate the line

Select the line and choose Activate Contract Line. The status changes from blank to Activated. If you close the contract while a line still has a blank status, the page asks you to confirm.

7. Generate periods and invoicing

On the contract, choose Update Periods to generate the billing periods as of today, then Periods to see them. Choose Update Invoicing to create or update the invoice-related data for those periods.

Next steps

Learn the line lifecycle in Contract lines.
Follow up periods, ledger and history in Periods, ledger and logs.