How to manage contracts

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Edit a contract

1. Open the contract’s Summary tab.
2. Click Edit.
3. Update the required details in the Update Contract form.
4. Click Update to save your changes.

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Activate a contract

1. Open the draft contract.
2. Move it from draft to active.

A contract needs pricing on at least one product before it can be activated.

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Pause a contract

1. Open the active contract.
2. Pause it.

A paused contract can later be resumed back to active, or expired. It can’t go back to draft.

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Expire a contract

1. Open the contract.
2. Expire it.

Expiring is how you end a contract that’s already been active, whether or not it’s currently paused. Expired is a final state, an expired contract can’t be reactivated, paused, or moved to any other status.

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Delete a contract

1. Open the draft contract.
2. Delete it.

Deletion only works while the contract is still in draft. Once a contract has ever gone active, you can’t delete it, you can only expire it. This is by design: a contract that’s already been billed needs to stay in the system as a record, even once it’s done.

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Add a phase to an existing contract

1. Open the contract.
2. Add a new phase, with its own start and end dates.
3. Add products and configure features for that phase, the same way you would for the contract’s first phase.

Use a new phase to capture a change in terms partway through a contract, for example a step-up in pricing or a change in what’s being sold, without having to create a whole new contract.