Contracts
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Contracts

Contracts (also known as retainers) are ideal for managing recurring client work, maintenance quotas or periodic invoicing - such as licence fees.

A retainer is created against a company/client record, and work is tracked against the retainer through periods. You can configure your retainer to automatically create periods at certain intervals, and invoice up-front for a fixed amount or at the end of the period for the work done.

The retainers modules integrates seamlessly with the issues and projects modules so that you can even allocate work from those into a retainer period.

 

TYPE

RESOURCE

DESCRIPTION

TYPE

RESOURCE

DESCRIPTION

GET

/contracts/:id/extensions/values

Returns a list of extension values

GET

/contracts/

Returns a list of contracts

GET

/contracts/:id

Returns a specific contract object

GET

/contracts/count

Returns the total count of contracts

GET

/contracts/:id/periods

Returns an array of periods for a given contract object

GET

/contracts/periods/:period_id

Returns a specific contract period object.

PUT

/contracts/:id/extensions/values/:extension_value_id

Update a contract's extension value

GET

/contracts/:id/progressions

Returns an array of available progressions for the contract.

[PUT|POST]

/contracts/:id/progressions/:progression_id/auto

Runs a status update for the given progression on the given contract.

GET

/contracts/extensions/fields

Returns a list of extension fields.

POST

/contracts/:contract_id/extensions/fields/:extension_field_id

Create an extension value for a contract.

GET

/contracts/:contract_id/collections

Returns a list of resource collections for the given contract

POST

/contracts/:contract_id/collections/:collection_id/resources

Uploads resource (attachment) to the given collection.