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1. In the AdminPortal load the Setup tab

2. Select the Packages option

3. Click on the name of the package you wish to add the contract component to

4. Under the Components section click the Add button

5. Select the Contract option from the pop-up menu and populate the contract details (required fields are in red)
   

   

   • Term - this is a unit of time which works in conjunction with the Base Time Unit Type below. For example, if you are setting up a 3 year contract you would enter the number 3 in this field and select Year in the Base Time Unit Type field

   • Base Time Unit Type - this is the quantity of time that works with the Term value (e.g. 'Year', 'Month')

   • Penalty - this is the amount to charge the account if the package is canceled before the term period specified above is reached
     Note: enter '0' if you do not want to apply a penalty. An empty field is not valid

   • Charge Remainder - if selected, the account will be charged the remaining amount owing to fulfill the contract upon early cancelation. For example, if a customer cancels with 6 months left in their contract period a charge will be added to their account for the amount of the remaining 6 months

   • Transaction Penalty Service - this is the service that we will tag the transaction with for GL code purposes and taxing purposes

6. Click the Save button

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