Contract / agreement settings
You can tell Zomentum Connect when you would like to start syncing the contract.
By default, it will set the start date equal to the start of the Microsoft or Google subscription so it will start syncing as soon as you finish the wizard.
If you would like to wait until a later time before Goolash will start managing this contract, choose a future date using the select boxes (1).
To reset the date to today, press the calendar icon (2).
You can adjust the billing cycle (3). This is how Zomentum Connect creates the contract in Autotask. The billing cycle can't be changed afterwards.
End after (4) is how long the first contract will run:
Billing cycle example :
* Yearly: Occurrences 1 (Default contracts for1 year)
Autotask invoices with the start of the contract
* Monthly: Occurrences 12 (Default contract for 1 year) We advise you to set the occurrences to 12 when you have a monthly billing cycle.
PSA will invoice every month.
Scheduled for is the date that Zomentum Connect starts making changes in the PSA for this contract/agreement.
Based on the application settings we extend the end date of a contract with active services 30 days before the renewal. We extend the contract by 1 year!