Contracts

A contract holds a customer’s parking agreement: the header with customer details and fees, and the contract lines for each product.

Contract List

The Contract List is the overview of all contracts. It is not editable; all changes are made on the Contract card. Open a contract by drilling down on No..

Field	What it is for
No.	Contract number. Drill down to open the card.
Customer No.	The linked customer. Filterable.
Customer Name	Useful for searching.
Email	Primary email.
Billing Email	Billing email.
Has Activated Contract Lines	Whether the contract has active lines.

Default filter. When the list is opened without a customer filter, it shows only contracts where Has Activated Contract Lines is true. Remove that filter to see contracts with no active lines.

Action	What it does
Attachments	Opens the attachments for the selected contract.
Customer attachments	Opens the attachments for the related customer.
Customer	Opens the Customer Card for the selected contract’s customer.

Contract card

General FastTab

Field	What it is for	Rules
No.	Unique contract number	Assigned from the number series or entered manually. Required.
Customer No.	Links the contract to a customer	Required. Changing the customer refreshes the related information.
Customer Name	Name of the customer	Filled from the customer. Usually read-only.
Address, Address 2, Post Code, City, Phone No.	Customer address and phone	Copied from the customer.
Email	Primary email address	Used for communication. Can be maintained on the contract.
Billing Email	Email address used for invoices	May differ from the primary email. Copied or overridden as needed.
Administration Fee	Whether the administration fee is enabled	Switch on if the fee applies to this contract.
Invoice Fee	Whether the invoice fee is enabled	Switch on if the fee applies to this contract.
Your Reference	The customer’s own reference	Free text.

Contract Lines subpage

All line-level fields, statuses, periods, quantities and actions are managed in the embedded Contract Lines subpage. See Contract lines.

Actions

These actions are available on the Contract card’s action bar.

Action	What it does
Update Periods	Runs the contract update job for this contract as of today, regenerating or refreshing its billing periods.
Update Invoicing	Runs the invoicing job for this contract as of today, creating or updating invoice-related data.
Attachments	Opens the attachment dialog for the contract, to add or view files and images.
Customer Attachments	Opens the attachment dialog for the related customer.
Periods	Opens Contract Line Periods filtered to this contract.
Customer	Opens the standard Customer Card for the contract’s customer.

Prerequisites

• The customer must already exist.
• Products, and where relevant parking facilities and zones, should be set up before lines are added.
• The number series for contracts must be configured.

Closing the page

If any contract line still has a blank status, the page asks for confirmation before it closes.