Knowledgebase & Support

The Contracts Module in MokoCRM enables you to manage service contracts and recurring subscriptions linked to customers or third parties. It provides tools for tracking start and end dates, activating services, and generating recurring invoices for ongoing commitments.

The Contracts Module in MokoCRM enables you to manage service contracts and recurring subscriptions linked to customers or third parties. It provides tools for tracking start and end dates, activating services, and generating recurring invoices for ongoing commitments.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Contracts
2. Click Activate
3. Configure default contract terms, billing cycle settings, and PDF templates if needed

📄 Creating a Contract

1. Go to Contracts → New Contract
2. Select a linked Third Party (client or customer)
3. Enter:
   • Title and description of the contract
   • Start and end dates of the agreement
   • Notes or service details
4. Add contract lines:
   • Label, duration, price, tax rate, frequency
5. Save and optionally generate a PDF summary

🧾 Activating and Managing Services

• Each contract line can be activated individually
• Activated services will appear as In Progress and can trigger recurring invoicing
• Expired or canceled services can be marked accordingly and excluded from billing
• Status indicators: Draft, Validated, In Progress, Canceled, Expired

📨 Generating Invoices

• Use the Generate Invoices function to create billing documents for active contracts
• Invoices can be reviewed, edited, and sent to the client before validation
• Contract-based invoicing supports fixed frequency (e.g., monthly, annually)

📊 Reporting and Renewal Tracking

• Track contracts by customer, status, or expiration date
• Use filters to identify contracts up for renewal
• Export contract lists for external reporting or CRM follow-up

📌 Best Practices

• Use consistent naming and descriptions for contract lines
• Always activate services to trigger proper invoicing
• Review contract end dates monthly to prepare renewal offers
• Attach signed documents or scanned contracts to the digital record
• Combine with CRM and Accounting modules for full lifecycle management