Create a New Fee Agreement
Navigate to "Agreement Templates" in the top navigation.
Click "New Template."
Choose whether the fee is a standard flat fee or recurring revenue based. Our first example will be a recurring revenue based Royalty Fee.
Recurring Revenue Based Fee
Choose the fee amount.
Select the billing cycle cadence (choose from daily/weekly/monthly/quarterly/annually.).
Choose when the billing cycle begins (example is for a weekly cadence)
Specify when funds should be collected relative to the billing cycle.
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Next, we'll add another fee, creating a recurring flat fee for Software expenses.
Flat Fee
Select 'Recurring Flat Fee' from the billing type.
Choose the fee amount(s).
Choose the billing cycle cadence (options are daily/weekly/monthly/quarterly/annually).
Choose when the billing cycle begins. (i.e. "10th of each month")
Specify when funds should be collected relative to the billing cycle.