/visma-net-erp/help/customer-ledger/manage-contracts/contract-setup-and-activation section 2026-02-19T17:09:06+01:00 # Contract setup and activation /visma-net-erp/help/customer-ledger/manage-contracts/contract-setup-and-activation/about-contract-setup-and-activation page The way you initiate a contract may depend on the services you provide. 2026-02-19T17:09:06+01:00 # About contract setup and activation The way you initiate a contract may depend on the services you provide. You may want the contract signing and the start of provision to occur at different times. For example: You might need some time to install the equipment required for the provision of services and you may want to invoice the customer for this equipment before installation. In this case, the recurring invoicing schedule should begin at the start date of provision. If you don't need to separate the time of contract signing and service provision, you can perform these two actions simultaneously. In Visma Net, contract signing is referred to as **contract setup**. The date when the contract is signed is called the **setup date**. The start of the provision of services is referred to as **contract activation**, and the date of contract activation is called the **activation date**. Note that you can record service usage for only activated contracts.

Related pages

Concepts

• Manage contracts - overview
• About fixed-price contracts
• Contract examples - overview
• About contract renewal
• About prior configuration of contracts
• About contract preparation
• About the contract life cycle
• About contract usage recording
• About contract invoicing

Tasks

• Set up a contract
• Activate a contract
• Set up and activate a contract simultaneously
• Configure a contract item
• Configure a contract template
• Make changes to contract services

Windows

• Customer contracts (CT301000)
• Contract items (CT201000)
• Contract templates (CT202000)

/visma-net-erp/help/customer-ledger/manage-contracts/contract-setup-and-activation/set-up-a-contract page You use the Customer contracts (CT301000) window to set up a contract. 2026-02-19T17:09:06+01:00 # Set up a contract You use the Customer contracts (CT301000) window to set up a contract. For more information: [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/). You use the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) window to set up a contract. The setup operation is available for contracts that have the **Draft** status only. 1. In the **Contract ID** field, select the contract you want to initiate. 1. Review the contract details to ensure that the contract meets the intentions of the parties, and make any needed changes. 1. Click **Actions**, and select the **Set up contract** action. 1. In the **Set up contract dialog box**, specify the date of contract setup and click **OK**. When the operation completes, the following actions occur: + The contract gets the **Pending activation** status. + The setup date becomes unavailable for editing. + If the invoicing schedule starts on the setup date, the **Expiration date** field and the **Invoicing schedule** section are filled with details. + An invoice is issued for any service to be provided on setup. If the invoicing schedule starts on the setup date, the invoice also includes a renewal fee if such a fee is configured to be collected on contract activation. You can view the invoice details on the **Sales history** tab of the window. You cannot enter contract usage at this point; to proceed, you need to activate the contract.

Related pages

Concepts

• About contract setup and activation
• Manage contracts - overview

Tasks

• Activate a contract
• Configure a contract
• Renew a contract
• Run contract invoicing
• Set up and activate a contract simultaneously

Windows

• Customer contracts (CT301000)

/visma-net-erp/help/customer-ledger/manage-contracts/contract-setup-and-activation/activate-a-contract page You use the Customer contracts (CT301000) window to activate a contract. 2026-02-19T17:09:06+01:00 # Activate a contract You use the Customer contracts (CT301000) window to activate a contract. For more information: [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/). You use the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) window to activate a contract. This operation is available only for contracts with the **Pending activation** status. 1. In the **Contract ID** field, select the contract you want to activate. 1. Click **Actions**, and then select the **Activate contract** action. 1. In the **Activate contract dialog box**, specify date of contract activation and click **OK**. ## When the operation is completed, the following actions occur + The contract gets the **Active** status. + The activation date becomes unavailable for editing. + If the invoicing schedule starts on the activation date, the **Expiration date** field and the **Invoicing schedule** section are filled with details. + An invoice for prepaid services is issued. If the invoicing schedule starts on the activation date, the invoice also includes a renewal fee if the fee is configured to be collected on contract activation. You can view the invoice details on the **Sales history** tab of the window. Now you can proceed with usage recording. For details, see [About contract usage recording](/visma-net-erp/help/customer-ledger/manage-contracts/contract-usage-recording/about-contract-usage-recording/).

Related pages

Concepts

• About contract setup and activation
• Manage contracts - overview

Tasks

• Configure a contract
• Renew a contract
• Run contract invoicing
• Set up and activate a contract simultaneously
• Set up a contract

Windows

• Customer contracts (CT301000)

/visma-net-erp/help/customer-ledger/manage-contracts/contract-setup-and-activation/set-up-and-activate-a-contract-simultaneously page In the Customer contracts (CT301000) window, you can simultaneously set up and activate a contract. 2026-02-19T17:09:06+01:00 # Set up and activate a contract simultaneously In the Customer contracts (CT301000) window, you can simultaneously set up and activate a contract. For more information: [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/). In the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) window, you can simultaneously set up and activate a contract. This operation is available for contracts with the **Draft** status only. 1. Review the contract details to ensure that the contract meets the intentions of the parties, and make any needed changes. 1. Click **Actions**, and select the **Set up and activate contract** action. 1. In the **Activate contract** dialog box, specify the date of contract activation and click **OK**. This operation triggers the following actions: + The contract gets the **Active** status. + The setup and activation dates become unavailable for editing. + The **Expiration date** field and the **Invoicing schedule** section are filled with details, based on the template settings. + An invoice is issued for the setup and prepaid services. The invoice also includes a renewal fee if such a fee is configured to be collected on contract activation. You can view the invoice details on the **Sales history** tab of the window. Now you can proceed with usage recording. For details, see: [About contract usage recording](/visma-net-erp/help/customer-ledger/manage-contracts/contract-usage-recording/about-contract-usage-recording/).

Related pages

Concepts

• About contract setup and activation
• Manage contracts - overview

Tasks

• Activate a contract
• Configure a contract
• Renew a contract
• Run contract invoicing
• Set up a contract

Windows

• Customer contracts (CT301000)