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Contracts

Navigation: Contracts tab

Web vs mobile: Create, edit, and renew contracts on mobile with a guided wizard. Bulk contract imports, complex template authoring, and deep COA mapping are easier on BillingOne web. Tax line edits queue offline when disconnected.

The Contracts tab manages recurring billing agreements — list active contracts, create new ones from scratch or templates, and track upcoming renewals.

Contract List​

Each contract row shows:

FieldDescription
ClientLinked PanelOne client
NameContract title
StatusActive, draft, expired, or pending renewal
MRRMonthly value from contract lines
Renewal dateNext renewal or end date

Search by client or contract name. Filter by status and client scope from the filter sheet.

Contract Detail​

Tap a contract to view:

  • Summary — status, dates, billing frequency, total value
  • Lines — products, quantities, unit prices, tax codes
  • Renewal history — past renewal events
  • Actions — Edit, renew, open in web

Line-level tax edits on draft contracts can be saved offline and sync when connectivity returns (see Offline & Sync).

Create a Contract​

Tap + to start the 3-step wizard:

  1. Client & basics — Select client, name, start date, billing terms
  2. Lines — Add products from catalog, set quantities and pricing
  3. Review — Confirm totals and save as draft or active

Required fields are validated at each step. You can save a draft and finish later on mobile or web.

Deep link: billingone://contracts/create

Contract Templates​

Create faster from a template:

  1. From contract create, choose From template
  2. Select a template from More → Revenue → Contract templates
  3. Adjust lines and client, then save

Template CRUD is available on mobile under More → Revenue → Contract templates. Complex template design may be faster on web.

Renewals​

Track contracts approaching renewal:

  • Home dashboard Renewals due card
  • Contracts filter for renewal window
  • Deep link: billingone://contracts/renewals

From a contract detail screen, tap Renew to start a renewal wizard that copies lines forward with editable dates and pricing.

Open in Web​

For multi-line bulk edits, PDF export, or advanced billing rules, tap Open in web on the contract detail screen.

Tips​

  • Review renewals weekly from the Home card before auto-renewal dates
  • Use templates for standard MSA or per-seat offerings
  • Scope to client when auditing one account's agreements
  • Edit tax offline on draft lines if you are on site without reliable Wi‑Fi