Who should read this: FBO managers, accounting staff, and customer relationship coordinators responsible for negotiating, creating, and maintaining long-term customer agreements.Prerequisites: At least one customer account should exist. See Handle FBO Billing for customer account setup.
The FBO module must be enabled for your workspace. Contact your workspace administrator if you do
not see the FBO section in the sidebar.
Create a New Contract
Activate a Contract
Activate a contract only after both parties have agreed to the terms. Once active, billing begins
according to the configured frequency and invoices are generated automatically.
Handle Contract Expiration
If the contract has auto-renew enabled, it remains Active past its end date. If auto-renew is disabled, it transitions to Expired and billing stops. If you want to renew an expired contract, reach out to the customer and create a new agreement.Cancel a Contract
To cancel an active contract, open the contract detail and update its status to Cancelled. Enter a note explaining the reason for cancellation.Track Contract Performance
If you want to review your contract portfolio, use the status tabs on the contracts list to filter by Active, Draft, Expired, or Cancelled. The Total Monthly Value above the table sums the monthly rates for all contracts in the current view.For contract status definitions and lifecycle details, see FBO
Statuses.
Related
Handle FBO Billing
Create invoices, configure rate codes, and process payments related to contracts.
FBO Statuses
Contract statuses, invoice statuses, and billing lifecycle states.
Manage FBO Units
Configure the hangars and tiedowns referenced in lease contracts.
Manage FBO Customer Groups
Organize contract customers into groups for volume discounts and group billing.