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How To Prepare Contracts

How To Prepare Contracts

To create a new Contract for a client click on the “Students” Tab from the home Dashboard.

Find the student in the listing that you wish to create a new contract for. Then click on the Students bar to open profile.

From the Students Profile, choose the Billing tab. Then select the Option “Prepare New Contract”.

This will open a new contract for the student. First uncheck the option “Active Contract” then select the Contract type in the upper left hand corner of the contract form.

Then fill in the details of the contract. When finished, check the “Active Contract” box then click Save at the bottom to submit and activate the new contract.

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