Contracts with clients and vendors: billing by period and renewals
A contract stores the agreement, its lines and its billing schedule; from it you generate each period's invoice or bill, link documents, and Tario reminds you or renews it when it ends.
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Steps
Organization → Contracts lists the agreements with Counterparty, Status, Start, End, Value and Auto-renew. Click New contract, or Generate with AI to dictate it and review the form.
Under Identity fill in Title, Contract number, the Counterparty (Client or Vendor) and the Contract type: Supply, Services, Lease, Maintenance or Master agreement.
Under Term and value set Start, End, Total value, Currency, the Billing frequency (Monthly, Quarterly, Per delivery or One-time) and the Payment terms (Due on receipt, Net 15, Net 30 or Net 60).
Turn on Auto-renewal if the contract extends itself when it ends, or leave it off and set the Renewal notice (days before) to get the Expiring notification. Save with Save draft or Activate contract.
Open the contract and under Contract lines use Add line: Item, Product or service, Quantity, Unit price, Tax % and Expected invoice date. Lines drive the total and what gets billed.
Each period click Generate invoice (client contracts) or Generate bill (vendor contracts): Tario creates the draft with the lines, currency and terms, linked to the contract and the period. If that period was already generated, it warns you and you can open the existing one or use Generate another.
Under Linked invoices, Linked bills and Linked transactions use Link to associate existing documents from the same counterparty; from the invoice and bill editors you can also pick the Contract. Upload the signed PDF under Attachments.
Every day Tario reviews the contracts: it extends auto-renewing ones whose term ended (by the same length) and notifies once about those entering their notice window. Change the status to Completed or Terminated when it ends; those are no longer billed.
Tips
- To generate the document every line needs a product: that way the draft carries its CABYS and IVA and is ready for Hacienda.
- Deleting a contract unlinks its invoices and bills; it does not delete them.
Common errors
| Code or message | What it means | How to fix it |
|---|---|---|
The document for this period was already generated. | An invoice or bill linked to the contract already exists for the current period (month, quarter or one-time). | Open the existing document from the notice, or confirm Generate another if a second document is really due. |
Every contract line needs a product to generate the document. Edit the lines without one. | Some line was created with only an item name and price. | Edit the line and choose a Product or service; if it does not exist, create it under Sales → Products and services. |
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