Contracts & Legal

Should I create a new contract every time I need to send an invoice to my client?

You can create a Project type of contract, a Time & Materials type of contract or Agency type of contract with your client. All types of contracts support multiple invoices. What this means is the following: if your project takes 5 months and you agreed with your client for it to be paid in monthly installments, there will be only one contract related to that particular project but you will be able to issue 5 (or more) contract-related invoices. The same applies to Time & Materials type of contract – you can create a single contract and issue an unlimited number of invoices to your client after a particular assignment is completed, or on a weekly, bi-weekly, or monthly basis, depending on the terms agreed.

What contract options am I allowed to choose?

There are three general types of contracts: Project type, Time & Materials type, and Agency type. The Project type should be selected if your work is related to one particular project for which the scope of the work, delivery terms, and pricing terms are familiar. In all other circumstances where the work is carried out on an ongoing basis, Time & Materials type of contract should be selected. If you act as an agent in order to connect a buyer and a seller and take your commission, then you should select the Agency type of contract. In all types, after selecting a client, you should enter all editable details such as contract date, description of agreed works, price, and payment conditions. The last info required before sending the contract out for verification and signature is the name and the email address of the signatory.

Here you can see an example of Winglio Project Contract with editable options (marked in yellow) you are allowed to choose.

Here you can see an example of Winglio Time & Materials Contract with editable options (marked in yellow) you are allowed to choose.

Here you can see an example of Winglio Agency Contract with editable options (marked in yellow) you are allowed to choose.

 

Am I able to preview the created contract before I send it for signature?

Yes, after you fill out the contract details you can click the “Save & Preview before sending” option to verify all the details before sending it out for a signature. When you are sure that everything is alright, go back to the list of your contracts, click the Edit option and send your contract out for a signature.