Contracts shows all contracts linked to a customer.
Here you get a quick overview of contract numbers, terms, services, locations and the status of each contract.
The map helps you easily manage and consult active, expired and draft contracts.
Overview
The Contracts section displays all customer contracts in a table format, with the following columns:
Contract Number – Clickable; opens the full contract details page
Period – Start and end date of the contract (e.g. January 1, 2025 – December 31, 2025)
Services – Icons of the included utilities (e.g. electricity, gas, water)
Locations – Number of locations covered by the contract; if there is one location, it will be displayed as a link
Contract Status – Visual indicator with color and icon showing the current contract status
Example display:
Contract: #2025-001
Period: January 1, 2025 – December 31, 2025
Services: Electricity, Gas
Locations: 1 (clickable link)
Status: Signed ✅
Operation
Contracts are linked to customers through a contractor relationship.
When a contract is created, the customer is automatically recorded as the contractor.
You can:
View all of a customer's contracts in one overview
Navigate to the customer details page from a contract
Filter contracts by status (All, Ongoing, Draft, Blocked)
Search for contracts by number, reference or customer details
The list is automatically updated when contracts are created, signed or terminated.
Contract lifecycle
Concept (Draft)
Created but not yet signed
Shown with a blue icon
Not shown for the Running filter
Sent
Contract has been sent to the customer
Green status indicator
Signed
Contract is active
Green check status
Appears in the Ongoing filter as long as the current date falls within the contract period
Cancelled
Contract cancelled before signing
Yellow warning icon
Terminated
Contract has expired or been terminated
Red “X” icon
Automatically displayed as terminated if the delivery end date has passed, even if the status is still Signed
View and edit contracts
To look at
Click on the contract number to open the contract details page
Use quick filters (All, Ongoing, Draft, Blocked) to filter
Use the search field to search by contract number or external reference
Sort by clicking on column headings (e.g., Contract Number, Period, Status)
To process
Edits are always made on the contract details page, not in the overview map
Changes in status, duration or services are automatically reflected in the overview
Only users with the appropriate rights can edit contracts
Contract statuses
Status | Icon | Colour | Meaning |
Concept | 📄 | Blue | Created, not yet signed |
Sent | ✉️ | Green | Sent to customer |
Signed | ✅ | Green | Active contract within term |
Cancelled | ⚠️ | Yellow | Cancelled before signing |
Ended | ❌ | Red | Contract has expired or terminated |
Please note: When the delivery end date has passed, the contract will be shown as Terminated, even if the status is still Signed.
Situation | Explanation |
No contracts visible | The customer may not have any contracts yet, or filters are hiding them (e.g. only Pending) |
Status appears incorrect | When the end date has passed, the system will show Terminated even though the contract is still Signed |
Multiple locations | The Locations field shows the number of locations; click on the contract number for details |
Period difference per service | The overview shows the total duration, but individual services may have different dates |
Contract not found when searching | Check the filters and whether the contract belongs to the correct customer. |
Why is a signed contract shown as terminated?
Because the delivery period has expired; the display shows the actual status.
Can I edit a contract from the overview?
No. Click on the contract number to open the details page and edit the contract.
What is the difference between the “Ongoing” and “All” filters?
Current shows only active contracts within their term. All shows all contracts, regardless of status or date.
How do I know if a contract is blocked for billing?
Blocked contracts appear in the Blocked filter and display a warning on the contract detail page.
Can a customer have multiple active contracts?
Yes, this is possible for different locations or services (e.g. electricity and gas).
What happens when a contract expires?
It will remain visible as Finished, but will no longer appear under Ongoing.
Can I search by customer name?
No, the search field searches by contract number or reference. First, find the customer and then view the Contracts map.
Why do I see multiple service icons on one contract?
Because the contract includes multiple utility services (e.g. electricity and gas).
Contract Number: Unique contract number (e.g., 2025-001)
Contractor: the customer who is a party to the contract
Delivery Period: the period during which services are provided
Location: the physical address where the services are provided
Service: the specific utility (electricity, gas, water) within the contract
Contract Status: The current stage of the contract (Signed, Cancelled, Terminated)
Actual status: the status as shown in the overview, taking into account data
Blocked for billing: status where no invoices are generated temporarily
External reference: optional reference number from an external system
Quick Filter: Preset filters (All, Ongoing, Draft, Blocked)