---
title: "How to create and manage a contract"
url: "https://support.cosmesoft.app/en/article/how-to-create-and-manage-a-contract"
language: "en"
last_updated: "2026-09-05T01:47:34.452Z"
---

# How to create and manage a contract

Use this guide to define your terms, set up commission schedules, and activate agreements for your clinic.

> For a high-level explanation of how contracts work, see [**About Contracts**.](https://support.cosmesoft.app/en/article/about-contracts)

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## Where to find Contracts

-   Navigate to **Sidebar** in the main menu.

-   Click **Contracts**.

From here, you can view your full list of active, draft, and archived agreements.

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## Before you begin

Make sure:

-   You have **Admin** or **Owner** access to create financial agreements.

-   You have the practitioner's or partner's **Payment Account** details verified.

-   You have decided on your **Commission Rates** (percentage or flat fee) for both services and products.

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## Step 1 — Start a new agreement

-   From the Contracts dashboard, click **New Contract**.

-   Select the **Contract Type**:

-   **Service Contract** — For agreements with individual staff members or practitioners.

-   **Business Agreement** — For B2B partnerships or group-wide clinic arrangements.

-   Select the **Contract Template.**

![image-20260502-035314.png](https://cdn-assets.productfruits.com/af9a7011-dce2-44f3-9d7b-5dfdd16003ea)

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## Step 2 — Configure Details and Parties

-   **Set Dates** — Enter the **Commencement Date** and optional **Expiry Date**. Toggle **Auto-renewal** if the agreement should roll over.

-   **Assign Parties** — Select your organisation as the first party and the specific staff member or business as the second party.

-   **Set Signatories** — Define the signature requirements for each party (e.g., mandatory digital signature before activation).

![image-20260502-035411.png](https://cdn-assets.productfruits.com/f20064df-3d3d-46f0-9f86-525a812adc4d)

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## Step 3 — Set Commission and Payout Terms

-   Open the **Commission Fee** tab and click **Manage Commission Fee Schedule**.

-   Define the recipient and the commission rate (e.g., 40% for services, 10% for retail).

-   Select the specific items this rate applies to if necessary.

-   Navigate to the **Payout** tab to set the **Settlement Frequency** (e.g., Monthly) and the **Settlement Day**.

-   **Attachments** — Upload any extra documents relevant between the parties. This may be an already signed document between the two parties.

-   Click **Create Contract**.

![image-20260502-035438.png](https://cdn-assets.productfruits.com/25d975ee-7537-4f03-abcd-150338fedb12)

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## Step 4 — Activate and Monitor

-   Review all terms in the **Overview** tab for accuracy.

-   Use the top panel to **View, Edit, Start** or **Archive** the contract.

-   Click **Start** to activate the contract once the Overview is complete.

-   Mandatory signers receive email alerts to sign.

-   The contract status remains **Pending** until it is signed.

-   **Settlements, Transactions,** and **Activity** activate once the contract is signed, enabling immediate transaction tracking.

-   Use the **Settlements** and **Transactions** tabs to monitor performance and upcoming payouts.

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## What to do next

-   [Fix common contract issues.](https://support.cosmesoft.app/en/article/fix-common-contracts-issues)

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