lumen.tm · Contract management

One contract. All the rules.

Contract number, client, term, capture mode, billing rhythm — set up cleanly once, the contract carries the entire billing process: from time tracking to invoice dispatch.

Capture modes

Day-level or monthly total — your choice per contract

Mode A captures day by day with date, hours, activity and rate category — and generates the client-facing activity report from it. Mode B books one monthly total per team member when detail is not required.

  • Mode A (day-level): generates the activity report for the invoice
  • Mode B (monthly total): one figure per team member and month
  • Client sign-off by signature — effective with day-level capture
  • Named rate categories such as “on-site” or “remote”
Stundenerfassung in lumen.tm mit Tageseinträgen und Satz-Kategorien

Status & roles

Defined transitions, clear responsibilities

A contract moves through draft, active, paused and completed — only via defined transitions; jumping straight from draft to completed is deliberately impossible. Creating and editing is reserved for managers; team members only see the contracts they are assigned to.

  • Status model: draft → active → paused → completed
  • Team members see assigned contracts only — managers see all
  • Contract leads trigger closing and dispatch without seeing amounts
  • Free-text search across contract name and number
Vertragsdetail in lumen.tm mit Stammdaten und Status

Master data

What the contract holds

Four levers that prevent later discussions — set once, they apply to every billing run.

  • Hour budget

    Optional planning target — visible to everyone; the derived euro amount only to managers.

  • Booking deadline

    A day of the month (1st–28th, default 25th) after which the previous month is locked.

  • Early-payment discount

    Percentage and deadline as a payment note — only active as a pair; the invoice amount stays unchanged.

  • Billing rhythm

    Monthly or quarterly — the default is a monthly invoice.

Next step

Set up contracts cleanly — from day one

In a demo we show how your existing client engagements look as lumen.tm contracts — including capture mode, booking deadline and client sign-off.