An agreement (avtale) is an umbrella over recurring work for one customer. It does two things: it carries the price terms that jobs inherit, and it can generate invoicing automatically on the calendar.
Price inheritance
An agreement can hold the customer's price terms — hourly rate, materials markup, and a standard discount. When you create a job under the agreement, the lines inherit these terms automatically, so you don't retype the same hourly rate every time. Enter a price manually on a line and it wins — inheritance is the starting point, not a straitjacket.
Terms are a timeline
The terms live in a timeline, not as fixed fields. When the price changes, you add a new terms segment effective from a date — the history is kept, so work done in March is priced on March terms even if the rate rose in April. A segment can be proposed (draft) and confirmed; only confirmed terms are used to price lines.
Subscriptions
An agreement can have a subscription — a fixed amount with a month interval and a next invoice date. A daily job then generates the invoicing automatically when the date arrives. You choose how each period materialises:
- Fixed amount — a draft invoice basis with the fixed amount is created, ready to freeze. Use this for a plain service subscription.
- Job — a periodic job is created for the crew to log hours into, invoiced later from the actual time. Use this when the customer wants to see the hours used per period before the invoice.
Either way, nothing is sent to the customer automatically. When an invoice basis is created, it's always a draft that a person freezes and exports (see Invoicing a job).