You can also renew an existing contract instead of creating a whole new contract. You can renew a contract with our Renew Contract feature from the Tools button OR you can do it manually. The only stipulation when using the Renew Contract feature is that the contract must be one year in length.
To renew a contract using the Renew Contract Feature:
1. Open up the Service Contract
2. Click Tools – Renew Contract
3. The Renew Contract form appears
4. This form lists the current information, along with giving you options to edit certain fields.
5. The Contract ID will always remain. You may change the Contract Number, which appears on the Main Info page of the Service Contract.
6. The Start and End Dates automatically push over to the next year.
7. You may enter the Contract Total, which also appears on the Main Info page of the Service Contract.
8. The Bill Amount can be changed. This is the amount that you bill the client for.
9. Last Bill Date is shown for your reference.
10. The Next Bill Date can be altered to whatever date you want to assign the invoice to go out.
11. Click OK when finished.