Send a service agreement for a monthly contract
Put a monthly contract in writing: the term, when it renews and a yearly price increase. They sign it online, and you hear before it renews. Grow and Pro.
A signed agreement protects a monthly contract you worked hard to win. Make one from the contract, send it, and they sign it on their phone like a bid.
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1
Open the contract
In the menu, tap Money, then Monthly billing, and open the contract.
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2
Make the agreement
Under Service agreement, tap Make a service agreement. What's included and the price come from the contract.
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3
Set the term
Pick when it Starts on, the Term in months, whether It renews on its own, the Yearly price increase and how many days before renewal you hear about it. Tap Save agreement.
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4
Send it
Tap Email it to them. They sign it online, and you hear right away.
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5
Apply the yearly increase
On the anniversary, tap Apply the increase on the contract or the agreement. The next monthly invoices use the new price.