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Managing service contracts

How to manage service contracts from the Service Contracts dashboard

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Written by Ashok P

Once you have some service contracts running, you can manage them from the Service Contracts dashboard. To see the Service Contracts dashboard, go to “Service > Contracts” in the left navigation menu.

Service contracts list

Cloud displays a list of all service contracts in your Cloud subscription. Each service contract displays the contract number and status, the associated service plan, account, and project, and more.

  • You can see contracts that are yet to start listed in the "Pending" status in the Contract status column.

  • You can see the billing status of the latest payment of the contract along with the due date if payment is requested, in the Billing status column.

  • You can see the total contract value and billing frequency in the Price column.

You can search a contract by its contract number.

Filter service contracts

You can filter service contracts by contract status, account, project, start date, end date, payment due date, and canceled date.

Contract status

  • If you are a salesperson or account manager overseeing the selling or renewal of contracts, set the Contract Status filter to "Pending" or "Expired." You can also use the "End date" filter to see which contracts are expiring soon.

Account

  • If you are a salesperson or account manager overseeing some accounts, set the Accounts filter to your accounts.

Payment

  • If you oversee contract payments, use the Payment due date filter to see overdue payments. You can also view the "Billing status" column for overdue payments and their due dates.

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