Creating contracts – your engine for recurring revenue

Contracts create and send invoices on a repeating cycle – they are a core feature

More about contractshandshake

IMPORTANT: You MUST have clients and offerings before creating contracts.  It's also strongly encouraged to have assets available, though contracts can be created without them. 

1. From the Dashboard click on Contracts menu item at the top of the page
2. Click "Add Contract"
3. Connect one or more offerings that you wish to include in the contract.  You will also connect any assets needed in the contract at the same time as adding the offerings.
4. Complete the fields as required and then click "Save"