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Contracts

The Contracts module manages recurring or ongoing commercial agreements in ZeyOS. It is especially relevant for subscription-style work, maintenance arrangements, consulting retainers, or other recurring billing relationships.

Live contracts overview
Live contracts overview

What This Page Is For​

Use Contracts when a customer or supplier relationship should continue beyond a single transaction and needs a lifecycle of its own.

What You See on the Page​

The live contracts list includes fields such as:

  • Name
  • Contract No.
  • Date
  • Editor / Assignee
  • Account
  • Start date
  • Status

The live data also shows approval-oriented statuses such as:

  • Draft
  • Waiting for approval
  • Approved
  • Rejected

Contracts vs Orders vs Invoices​

  • Contract = the recurring or ongoing agreement
  • Order / Invoice = the individual commercial documents produced over time

Contracts provide the durable commercial frame. Transactions are the individual outputs within that frame.

Typical Workflow​

  1. Create the contract and link it to the correct account.
  2. Define the start date and commercial structure.
  3. Move the contract through the required approval or review stages.
  4. Use the contract as the basis for recurring billing or recurring commercial follow-up.

How Recurring Billing Typically Works​

In operational terms, contracts usually sit upstream of invoice generation:

  1. the contract defines the commercial frame
  2. positions, periods, or recurring rules are maintained on the contract
  3. an approved or active contract becomes eligible for billing generation
  4. resulting invoices are then processed in Invoicing

The exact automation trigger depends on your tenant configuration, but the training message should stay consistent: the contract is the governing agreement, not the invoice itself.

Where Users Usually Need More Clarity​

Users often need help distinguishing:

  • a one-time sale from a recurring agreement
  • the approval state of the contract from the payment state of invoices generated from it
  • the contract itself from the line items or billing cycles that belong to it

Best Practices​

  • Use clear names that describe the commercial purpose of the agreement.
  • Link contracts to the right customer or supplier account from the start.
  • Keep approval-related statuses meaningful and consistent.
  • Treat contract management as its own process, not just an invoice shortcut.