1. Concepts
What this tab groups together
Settings > Contract & Invoices gathers several independent settings under one tab, grouped only because each relates to contract or invoice lifecycle automation. Each card has its own save action and its own effect; they do not share data with each other.Card visibility depends on contract experience
Not every card is shown to every organization. Visibility depends on which contract experience an organization uses: the original contract experience, the earlier contract experience used elsewhere in this documentation set, or Contracts V3.Contract Renewal
Available only on the original contract experience. Controls whether contracts renew automatically, and under which policy: not renewing automatically, renewing with the same terms, renewing without customer-specific prices, or renewing without customer-specific prices aligned to month end.Contract Creation
Not available under Contracts V3. Controls whether a contract is created automatically, using the default plan, for every new customer, and the default end date used for that contract: a fixed default, end of month, or a specific day of the month.Invoice Settings
Not available under Contracts V3. Controls whether invoices are approved automatically, whether an email notification is sent on automatic approval, and whether invoices are generated automatically.Invoice Numbering Settings
Controls the format of invoice numbers: a prefix, the next sequence number, and digit length, along with the level at which numbering resets, organization-wide, per business entity, or per customer.Invoice Date Configuration
Controls how an invoice’s date is calculated relative to a reference point. This card is documented separately. See Invoice date configuration.Monitoring Settings
A single toggle that enables managing customer segments and customizing billing and communication for different groups of customers.2. How-to guides
Configure automatic contract renewal (original contract experience only)
- Go to Settings > Contract & Invoices.
- Under Contract Renewal, turn on Auto Contracts Renewal.
- Choose a Contracts Renewal Policy.
- Save.
Automatically create a contract for new customers
- Go to Settings > Contract & Invoices.
- Under Contract Creation, turn on Auto Contracts Creation.
- Choose a Default Contract End Date Configuration.
- Save.
Configure automatic invoice approval and generation
- Go to Settings > Contract & Invoices.
- Under Invoice Settings, turn on Auto Invoice Approval, and optionally Auto Invoice Approval Email Notification.
- Turn on Auto Invoice Generation if invoices should be generated automatically.
- Save.
Set the invoice numbering format
- Go to Settings > Contract & Invoices.
- Under Invoice Numbering Settings, set the prefix, next sequence number, and digit length.
- Choose the level at which numbering applies: organization, business entity, or customer.
- Save.
Enable monitoring
- Go to Settings > Contract & Invoices.
- Under Monitoring Settings, turn on Monitoring.
- Save.
Troubleshooting
- Contract Renewal card is missing: this card only appears for organizations on the original contract experience.
- Contract Creation or Invoice Settings cards are missing: these cards are not available under Contracts V3.