Contracts
User guide for Contracts in the Numezis company portal.
Contracts define commercial terms tied to customer accounts and projects.
Where in the app
/c/companies/:companyId/customer-accounts/contracts/c/companies/:companyId/customer-accounts/contracts/:contractId
Step-by-step
- Open an account Contracts tab.
- Create contract with dates and billing rhythm.
- Link to projects or opportunities.
- Track renewals and archive when ended.
Permissions and modules
Contract CRUD on customer accounts.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
customer-accounts.contracts | Service Contract CRUD and Project Bootstrap | high | UAT-C-CA-CONTRACT-001 |