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What is an Agreement Template?
What is an Agreement Template?

Agreement templates correspond to the fees charged by the franchisor as written within the Franchise Agreement.

Stephanie Parks avatar
Written by Stephanie Parks
Updated over a month ago

Agreement templates correspond to the fees charged by the franchisor as written within the Franchise Agreement.

Create a New Fee Agreement

To create a new Agreement Template, navigate to Agreement Templates in the top navigation > New Template.

Insert a Template Name and click Add Fees. From here, you can select which Fees you want to apply to the template by placing a checkmark on each one or you can create a new fee. There is no limit on how many fees can be applied to a template.

For each fee, you can select Recurring Revenue Based or Recurring Flat Fee for the Billing type.


Recurring Revenue Based Fee

For Recurring Revenue Based, complete the following fields:

  • Fee Amount

    • The field will use the greater amount of a percentage or a flat dollar fee

  • Billing Cycle Cadence

    • Weekly, Monthly, Quarterly, Annually, or Daily

  • Billing Cycle Begins On

  • Fee Collection

    • When funds should be collected relative to the billing cycle

Recurring Flat Fee

For Recurring Flat Fee, complete the following fields:

  • Fee Amount

  • Billing At

    • Start or End Date

  • Billing Cycle Cadence

    • Weekly, Monthly, Quarterly, Annually, or Daily

  • Billing Cycle Begins On

  • Fee Collection

    • When funds should be collected relative to the billing cycle.


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