Onboard a client

Who: TBA.

This workflow gets a new client ready: its company, its users and its signed TBA contract.

1. Create the client

1. Open Empresas › Clientes (Companies › Clients).
2. Click Nuevo cliente (New client).
3. Fill in the name, the NIF (tax ID), the type, the registered address, the phone and the email.
4. Click Crear cliente (Create client).

2. Add users

1. On the client's page, click Añadir usuario (Add user) in the Usuarios (Users) block.
2. Fill in the name, the email, the job title, the functions and the role. The usual role is Client User.
3. Type a Contraseña inicial (Initial password) of at least 8 characters and share it with the person.
4. To choose the main contact, click Hacer contacto principal (Make main contact) in their row.

3. Create the TBA contract

1. On the client's page, click Nuevo contrato TBA (New TBA contract). You can also do it from Contratos › Contratos TBA (Contracts › TBA contracts).
2. Fill in the name and the terms: start, initial term, notice period, renewal and price increase.
3. Click Crear contrato (Create contract). The contract stays in Borrador (Draft).

See Contracts for the meaning of each term.

4. Add the contract years

1. On the contract's page, click Añadir anualidad (Add contract year).
2. Enter the year, the invoices per year, the price increase and the annual amount.
3. For the following years, leave the amount empty. The app calculates it from the previous year's amount and the price increase.

The Anualidades (Contract years) table shows the instalment of each invoice.

5. Send for signature and record the signature

1. Click Enviar a firma (Send for signature) and enter the sending date. The contract moves to Pendiente de firma (Pending signature).
2. When it comes back signed, click Registrar firma (Record signature). Enter the signing date and upload the signed copy as a PDF.

The contract moves to Firmado (Signed). When its start date arrives, it moves to Vigente (In force).

6. Add the assets

Click Añadir activo (Add asset) in the Activos del contrato (Contract assets) block. See Set up an asset.

If you make a mistake

While the contract is in Borrador, you can Eliminar (Delete) the contract. After that you can only terminate it.