Creating a contract or agreement

Contracts in SummitPSA hold the commercial terms of your relationship with a client: pricing, billing cadence, renewal rules and what work is covered. Each contract is tied to a single company and gets an auto-assigned number such as CON-00042.

Create a contract

1. Open Contracts and click New contract. (You can also start from a company page to pre-select it.)
2. Enter a Name, choose the Company, and set a Start date — these three fields are required.
3. Pick a Contract type (defaults to msa) and a Status (defaults to draft).
4. Optionally attach an SLA policy so tickets for this client inherit response and resolution targets.

Billing and renewal terms

• Billing frequency — monthly, quarterly, annually or one_time — plus a billing day of the month.
• Base price, currency (default USD), tax rate and payment terms (days) (default 30).
• Auto-renew and a renewal notice window (default 30 days) feed the renewal pipeline and expiry alerts.
• Allowances such as included hours, included devices, included users and an overage rate for usage beyond them.

Line items

Add as many line items as you need; each has a description, quantity, unit price and a recurring flag. These line items are what populate an invoice when you generate one from the contract.

Saving a draft does not bill anything. A contract only produces an invoice when you choose Generate invoice from its detail page, which creates a draft invoice for review.