> ## Documentation Index
> Fetch the complete documentation index at: https://zenskar.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Contract & Invoices

## 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.

| Card                       | Original experience | Earlier experience | Contracts V3 |
| -------------------------- | ------------------- | ------------------ | ------------ |
| Contract Renewal           | Shown               | Not shown          | Not shown    |
| Contract Creation          | Shown               | Shown              | Not shown    |
| Invoice Settings           | Shown               | Shown              | Not shown    |
| Invoice Numbering Settings | Shown               | Shown              | Shown        |
| Invoice Date Configuration | Shown               | Shown              | Shown        |
| Monitoring Settings        | Shown               | Shown              | Shown        |

### 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](/docs/20240301/product-modules/settings/invoice-date-configuration/concepts).

### 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)

1. Go to **Settings > Contract & Invoices**.
2. Under **Contract Renewal**, turn on **Auto Contracts Renewal**.
3. Choose a **Contracts Renewal Policy**.
4. Save.

### Automatically create a contract for new customers

1. Go to **Settings > Contract & Invoices**.
2. Under **Contract Creation**, turn on **Auto Contracts Creation**.
3. Choose a **Default Contract End Date Configuration**.
4. Save.

### Configure automatic invoice approval and generation

1. Go to **Settings > Contract & Invoices**.
2. Under **Invoice Settings**, turn on **Auto Invoice Approval**, and optionally **Auto Invoice Approval Email Notification**.
3. Turn on **Auto Invoice Generation** if invoices should be generated automatically.
4. Save.

### Set the invoice numbering format

1. Go to **Settings > Contract & Invoices**.
2. Under **Invoice Numbering Settings**, set the prefix, next sequence number, and digit length.
3. Choose the level at which numbering applies: organization, business entity, or customer.
4. Save.

### Enable monitoring

1. Go to **Settings > Contract & Invoices**.
2. Under **Monitoring Settings**, turn on **Monitoring**.
3. 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.

***

## 3. Reference

### Location

**Settings > Contract & Invoices**.

### Card availability by contract experience

| Card                       | Original experience | Earlier experience | Contracts V3 |
| -------------------------- | ------------------- | ------------------ | ------------ |
| Contract Renewal           | Yes                 | No                 | No           |
| Contract Creation          | Yes                 | Yes                | No           |
| Invoice Settings           | Yes                 | Yes                | No           |
| Invoice Numbering Settings | Yes                 | Yes                | Yes          |
| Invoice Date Configuration | Yes                 | Yes                | Yes          |
| Monitoring Settings        | Yes                 | Yes                | Yes          |

### Contract Renewal fields

| Field                    | Notes                                                                                                                                                            |
| ------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Auto Contracts Renewal   | Toggle                                                                                                                                                           |
| Contracts Renewal Policy | Don't renew automatically, Renew with same contract terms, Renew without customer-specific prices, or Renew without customer-specific prices (Month End Aligned) |

### Contract Creation fields

| Field                                   | Notes                                                                  |
| --------------------------------------- | ---------------------------------------------------------------------- |
| Auto Contracts Creation                 | Toggle; creates a contract with the default plan for each new customer |
| Default Contract End Date Configuration | Default, End of Month, or a specific day of the month                  |

### Invoice Settings fields

| Field                                    | Notes                                               |
| ---------------------------------------- | --------------------------------------------------- |
| Auto Invoice Approval                    | Toggle                                              |
| Auto Invoice Approval Email Notification | Toggle; only shown when Auto Invoice Approval is on |
| Auto Invoice Generation                  | Toggle                                              |

### Invoice Numbering Settings fields

| Field                | Notes                             |
| -------------------- | --------------------------------- |
| Prefix               |                                   |
| Next sequence number |                                   |
| Digit length         |                                   |
| Numbering scheme     | Organization, Entity, or Customer |

### Monitoring Settings fields

| Field      | Notes  |
| ---------- | ------ |
| Monitoring | Toggle |

### Scope

Organization-wide for every card except Invoice Numbering Settings, which can be scoped by the chosen numbering scheme to the organization, a business entity, or a customer.