What is the difference between client agreement, product, and contract terms?

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The client agreement and the product are two different ways to invoice/bill a client for your services and/or content. And it is up to you which one you will use with a specific client, an agreement or a product, to deliver your services or content and get paid.

Both the client agreement and the product have contract terms that you can add for the client to read, if there are some conditions that apply and the client needs to know about them before signing an agreement or purchasing a product.

Then, the main difference between a client agreement and a product is that the client agreement can only invoice automatically (if you select this option in the invoicing settings of the agreement), but cannot also charge the invoice amounts automatically. So, a client who signs an agreement with automated invoicing will still need to pay the invoices manually. While, if the client purchases a product (recurring or with a one time fee), the invoice(s) will also be paid automatically, without the need for the client to then go on the private portal and pay the invoice(s) manually.

To recap:

  • Agreement = a method of invoicing a client automatically or manually
  • Product = another method of invoicing a client, with the added benefit of charging the amounts automatically
  • Contract Terms = the text referring to conditions that apply to either an agreement or a product
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