Instructions on how to terminate an indefinite-term contract in the system.
Actions when there is a notice period in the contract
1. Navigate to the administration side of the system:
→ Sales
→ Sales
→ Contracts
Select the desired contract from the contract listing by clicking on the contract number.
2. Change the contract type to fixed term.
3. Set the termination date of the contract in the "Termination date" field.
Enter the reason for terminating the contract in the pop-up window that appears. Click "Save".
Finally, save the changes made to the contract by clicking the "Save" button.
4. Check the billing tab. If the next billing date is after the ending date, the next invoice won't be generated automatically. If there is need to make a partial invoice, it should be done manually.
Actions when there is no notice period in the contract.
1. Navigate to the administration side of the system:
→ Sales
→ Sales
→ Contracts
Select the desired contract from the contract listing by clicking on the contract number.
2. In the footer, there is a green section labeled "Process".
Click here and select:
→ "Contract ended"
3. Select the reason for termination and press
→ "End Contract."The contract will terminate immediately.
Invoice draft removal
Note!
Setting the termination date of the contract does not remove any invoices that may have already been generated for the contract.
These must be manually removed through the contract's billing tab.
1.
→ Open the invoicing tab of the contract.
→ Click on the invoice draft to open it from the invoice number column.
2. Delete the invoice draft by clicking the button at the bottom of the page labeled "Delete".
Note: If the invoice has already been mistakenly sent to the customer and appears in the "open" status, it must also be remembered to credit it.
However, the invoice should not be deleted from the billing tab.
