To automate your billing, in addition to having the necessary information about who to bill (your customer data), Zenskar needs to understand the commercial part of the contracts that you have signed with your customers. This means the exact services you've agreed to offer and their cost to the customer. You can accomplish this on Zenskar by creating Contracts.
These Contracts help you illustrate the exact agreement between you and your customers. With them, you can represent the pricing plan and relevant billing details from your paper contracts, such as pricing, payment terms, and usage metrics.
Note: In Zenskar, the term "Contract" refers only to the pricing plan and data related to billing. It does not refer to the legal document that outlines the terms and conditions of an agreement.
To create a contract for your customers, first create a contract template. This template includes your pricing plan and product/service details, as well as the business logic used to calculate the amount due for customers in relation to their product usage. You can use these templates to quickly create contracts for the majority of your customers, where you can customize pricing and other details to be specific to each customer.
These are the two steps to create a contract for your customers:
- Contract templates that can serve as the master copy.
- Customized contracts based on of contract templates that branch off to become new contracts.
Contract Templates on Zenskar help you create contracts based on your subscription plan or various pricing models that you sign with the majority of your customers.
Go to Contract Templates > +Add New Template
There are two contract creation methods available, depending on your needs. Let's take a look at how they both work.
You can add a new contract without creating a new contract template. Consider a contract template as a master copy that you can customize to create new contracts for enterprise clients or premium clients.
For instance, if you have a base subscription plan of $0.1 per API call but offer a discounted price of $0.08 to a specific customer, you can select the base subscription contract template and modify the prices to match the specific offer. Doing so will create a new contract with customized pricing.
- Contract name - The name of the contract that identifies it within the system.
- Template - Select a suitable contract template that can be used repeatedly.
- Customer - Select the customer the contract is being created for.
- Start/End date - The dates the contract starts and ends.
- Description - A brief description of the contract.
- Start of the billing cycle of every - The date the billing cycle starts for the contract.
The page above lists the products and their prices, which can be changed and updated in the contract. After updating the contract, a draft invoice is created, which needs to be approved and sent to the customer.