Fee contract analysis

What are fee agreements?

If a customer account consists of several jobs that are all offered and billed independently, but which together fall within a contractual framework, a fee agreement can be selected here. A fee agreement has a time period as well as a budget for agency and external services.

Creating fee agreements makes sense when there is no concrete specification of services, but only a contractual budget and a time frame. During the course of the agreement, planning is then carried out progressively together with the customer on how the budget should be used.

The negotiation of fee agreements contributes significantly to securing the agency's liquidity.

The budgets of fee agreements can be compared with the services incurred on the jobs of a fee-agreement customer account in the view Fee Agreement Analysis be contrasted.

Analysis of Fee Agreements

Display of fee agreement data in the customer account report

The "Report" tab of a customer account also displays key fee agreement data.

The printable report version of the customer account can be opened at the top right. It lists budgets agreed and incurred in the fee agreement.

In this example we show the customer account report of the customer account "Projects" of our customer ADTEXT FASHION with whom we agreed a one-year fee agreement for the year 2020. The selected report period is March; this period is shown as the "billing period" in the printable version.

This document can, for example, be created monthly and sent to the customer together with the invoice as an account overview of the customer account.