Skip to main content

​
Overview

Use contract phases to create agreements where the terms of payment change throughout the life of the contract. This allows you to structure contracts with different pricing, products, or billing terms across multiple time periods.

​
Creating a phase

To add a phase to a contract:
  1. Navigate to Customers
  2. Select the customer and go to the Contract page
  3. Click the + Add Phase button on the right side of the page
  4. In the phase creation window:
    • Define the start date for the new phase
    • Add a label to identify the phase
  5. Click Go to plan builder > to configure the phase’s pricing and products

​
Use cases

Contract phases are useful for:
  • Tiered pricing rollouts - Start with introductory pricing and transition to standard rates
  • Pilot to production - Begin with a limited pilot phase before full deployment
  • Seasonal pricing - Adjust pricing based on seasonal demand or usage patterns
  • Graduated commitments - Increase minimum commitments as the customer relationship matures
  • Product expansion - Add new products or services at specific milestones

​
Managing phases

Each phase operates as a distinct pricing period within the same contract. When a phase’s start date is reached, the system automatically applies the new terms and generates invoices according to the phase’s configuration. You can view and manage all phases from the Phases tab on the contract overview page.

​
Video tutorial

For a complete walkthrough of creating contract phases, see this tutorial velow: