Contract reference

This page is a field-level lookup. For task steps, see how to work with contracts. For the reasoning behind these fields, see contract: concepts.

Layout

An open contract has two tabs: Summary, covering line items, pricing, and configuration, and Invoices, listing the invoices the contract has generated and offering a manual regeneration action. Fields and operations below are on the Summary tab unless stated otherwise.

Contract fields

Field	Description
Customer	The customer the contract belongs to. Cannot be changed after the contract is created
Name	An internal label for the contract. Optional, and not visible to the customer. Defaults to “{customer name} - Contract” until edited by hand
Description	Free text for internal reference. Optional, and not visible to the customer
Business entity	The entity the contract is billed under
Currency	The contract’s billing currency. The dashboard’s currency selector offers USD, INR, EUR, GBP, RUB, and BRL. Changing it after line items exist removes every line item; see the warning under validation rules
Start date	Required. When the contract begins
End date	Required. Open-ended contracts are not supported yet
Timezone	Defaults to UTC if not set. Cannot be changed after the contract is created
Custom attributes	Present in the data model. Can be set through the API with an update call, though not at creation time; there is no way to set or edit them from the interface yet
Status	Draft or active. See contract operations
Version	A number Zenskar uses to detect conflicting concurrent edits. See contract operations

Line item configuration

Feature	What it means	Example	Status
Price versions	Different prices for different time periods, covering the line item with no gaps or overlaps	$10/seat for Jan to Jun,$ 12/seat for Jul to Dec	Available
Billing schedule	How often invoices are generated and whether payment is due upfront or at end of period	Bill quarterly, payment due at end of quarter	Available
Discounts	Flat dollar amount off, percentage off, a quantity reduction, or free units included	$100 off per month, or 1,000 free API calls per month	Available
Minimum commitments	Guaranteed minimum the customer pays, or a minimum quantity, even if usage is low	Minimum $10,000 per quarter	Available
Anchor dates	Align billing cycles to specific dates instead of the line item’s own start date	Bill on the last day of the month	Available
Quantities	How many units the customer gets	25 seats, or tracked by usage meter	Available, line item level only
Optional items	Line items that can be turned on or off during the contract	Premium support, billed only when activated	Reserved in the data model; no interface support yet
Brand-new price creation	Building a price from scratch for a single line item, rather than reusing catalog pricing	An ad hoc, one-off rate not saved to the product’s catalog	Not available when creating or updating a contract; shown disabled in the interface. Invoice preview is the exception: it can price a line item ad hoc for preview purposes only

Pricing models

See per unit, volume, and tiered pricing, and how each one applies to point in time and period of time products.

Contract operations

Operation	Status	Description
Create contract	Done	Create for a customer with a start and end date, then add products manually and set pricing for each
View contracts	Done	View a single contract, or browse and filter the full list
Update contract	Done	Edit a draft contract in a single save, with concurrent-edit protection
Change quantities	Done	Adjust recurring or on-demand quantities over time, line item level only
Publish (activate) contract	Done	Moves a draft to active status and starts generating its first invoice asynchronously, which may take a moment to appear. Runs full validation across pricing, billing schedule, quantities, discounts, and commitments, plus a tax-readiness check
Invoice preview	Done	Preview invoices for a saved contract or an unsaved draft
Regenerate invoices	Done	From the Invoices tab, manually re-run invoice generation for an active contract. Tracked by a status banner (enqueued, in progress, completed, or error, with retry); triggering it again while one is already running does not start a second one. Saving any change to an active contract also triggers this automatically, tracked on the same banner

A contract only ever has two statuses, draft and active, and there is no path back from active to draft.

Concurrent edits

Every contract carries a version number. When you save a change, you send back the version you started from. If someone else has already saved a change since then, your save is rejected with a conflict error, shown as a toast titled Conflict: contract was modified elsewhere, instead of silently overwriting theirs. Nothing is merged automatically; reload the contract to see the latest version and reapply your change.

Contract list filters

Contracts can be filtered by: contract name, customer, status, currency, and created or updated date. Each row in the list also shows the contract’s customer and the products on it directly, without opening the contract.

Validation rules

Rule	Status
End date must be after start date	Done
Contract must have at least one product	Done, enforced on update and on publish; an empty draft can still be saved
Customer and business entity are valid	Done
Anchor dates are internally consistent (no overlaps, no mixing dated and undated entries within the same list)	Done
Line item dates fall within contract dates	Done
Prices cover the full line item period with no gaps or overlaps	Done
Price currency matches the contract’s currency	Done
Billing schedule has no gaps or overlaps, and aligns with quantity and tier cadences	Done
A recurring quantity’s cadence cannot be longer than the billing cadence it overlaps	Done
Billing cadence cannot be daily or zero	Done
Quantity configuration is consistent, including validity and partial-period handling	Done
Discount dates and ordering are valid	Done
Commitment dates are valid, and align with quantity cadence for period of time products	Done
All referenced products and prices exist	Done
Tax configuration is complete before publishing: the customer has a default billing address with a recognized country, a tax configuration exists for the org, business entity, country, and currency, and, for Zenskar-managed rates, the rate schedule has no gaps	Done, enforced at publish
Quantity entries form a complete, gap-free timeline	In progress. Entries cannot overlap and must fall within bounds, but full contiguity is not checked yet
Activation periods cover the full line item for optional items	Not yet available, since optional line items themselves are not available yet

An on-demand quantity entry left with no end date behaves differently depending on where it was set. Adding it while creating or updating a line item closes it automatically to end on its own start date. Adding it through the separate endpoint for topping up an existing pool leaves it open-ended instead, so it stacks as ongoing additional capacity. See how to add to an on-demand quantity pool.

Changing a contract’s currency after it already has line items removes every existing line item. Zenskar shows a confirmation before this happens, and the change can be undone if caught before saving, but it cannot be recovered once saved.

Invoice correction handling

Correction on an approved invoice	Available options	Default
Positive arrear (customer under-charged)	Separate back-dated invoice for the period, or redate forward onto the next invoice	Separate back-dated invoice
Negative amount (customer over-charged)	Carried forward across upcoming invoices by default. A standalone credit note can be issued separately, as a manual action, not something this setting triggers	Carried forward

This is configured per contract through the Invoicing config section, using the Billing increases after approval toggle. The dashboard currently allows only one invoicing config rule per contract.

The setting for delivering an overcharge correction as a standalone credit note exists but has no effect if set. There is no way to select it in the interface, and if it is set another way, Zenskar accepts it without error but still carries the correction forward as reduced future invoices. Do not rely on this setting to produce a credit note. To actually issue a credit note for an overcharge, issue it manually from the customer or invoice page instead.

See invoice corrections: concepts for how this works.

Minimum commitment evaluation modes

Mode	Behavior
Greedy (per-period)	Each billing period must independently hit its share of the commitment; shortfalls are charged every period until the full commitment is met
Cumulative (running total)	The commitment tracks across the full window; a heavy period banks credit toward future ones

See minimum commitment for concepts, how-to steps, and the full field reference.

Not yet available

Contract-level discounts and minimum commitments (currently line-item level only)
Auto-populating a contract’s line items from your organization’s default pricing, from the dashboard
Optional line items that can be turned on or off mid-contract (the underlying field exists, but nothing in the interface sets or activates it)
Building a brand-new price from scratch for a single line item, rather than reusing catalog pricing, when creating or updating a contract (shown, but disabled, in the interface). Invoice preview is the exception, and can price a line item ad hoc for preview purposes only
Tags on contracts
Editing custom attributes on a contract from the interface (settable through the API)
Changing the customer on an existing contract
More than one invoicing config rule active on a contract at a time, from the dashboard (the contract itself can hold more than one)
Contract-level settings: billing address, shipping address, invoice template, payment method
A dedicated, readable contract amendment history beyond the contract’s version number
Lifecycle states: trial periods, eternal contracts, expiry, pause or suspend, auto-renewal
Parent-child or third-party billing
Delivering an overcharge correction as a standalone credit note automatically, from the contract’s invoicing config (a standalone credit note can still be issued manually, separately, from the customer or invoice page)
Bulk contract export

Getting started

Product modules

Security

Model context protocol (MCP)

Pricing models

Third-party integrations

Zenskar versioning

Roadmap

Layout

Contract fields

Line item configuration

Pricing models

Pricing models

Contract operations

Concurrent edits

Contract list filters

Validation rules

Invoice correction handling

Minimum commitment evaluation modes

Not yet available

​Layout

​Contract fields

​Line item configuration

​Pricing models

Pricing models

​Contract operations

​Concurrent edits

​Contract list filters

​Validation rules

​Invoice correction handling

​Minimum commitment evaluation modes

​Not yet available

Layout

Contract fields

Line item configuration

Pricing models

Contract operations

Concurrent edits

Contract list filters

Validation rules

Invoice correction handling

Minimum commitment evaluation modes

Not yet available