Manage contracts - overview

By using Visma.net ERP contracts, you can invoice your customers recurrently.
You can configure different combinations of terms and services to satisfy your and your customers' needs.
Some contracts may include services that your company provides—such as cable TV service, Internet access, or web account hosting—to customers during a specified period of time.
Other contracts may contain service agreements to maintain and repair a product during the warranty period of the manufacturer or after it has expired.
Such contracts include a number of cases (often called tickets) that may be solved during the warranty period.
A case is used to track efforts, such as work time spent to repair a device and related phone calls and emails, to resolve a particular issue.

To start using contracts, you need to activate the Contract management functionality in the Enable/disable functionalities (CS100000) window.
Contract-related windows appear on the site map after you have activated this functionality.

This topic will help you to configure and use contracts. It describes contract preparation, the contract life cycle, and the most common contract-related tasks.