Martin_T Posted April 15, 2017 Posted April 15, 2017 Hi guys, I think I may have mentioned this previously, but I see there is a new section here for the PSA. We're having troubles with the annual renewals on services. They will only show up as billable at the start/end of the year, not necessarily when the contact actually started. I.E. An annual contract starting on 01/08/15 will be billed on the last day of the year or the first day of the next year rather than every 1st of August. Many thanks, Martin
Staff Chris Posted April 18, 2017 Staff Posted April 18, 2017 Hi Martin, Have you tried to use the Recurring Services contract to achieve this.
Martin_T Posted April 18, 2017 Author Posted April 18, 2017 1 hour ago, Chris said: Hi Martin, Have you tried to use the Recurring Services contract to achieve this. Hi Chris, We are using the recurring services contracts but they only appear to bill out on the 1st or last day of the year. Many thanks, Martin
Staff Chris Posted April 21, 2017 Staff Posted April 21, 2017 If you are using the recurring services contract, then you can choose the 'Billing Cycle': contract length weekly monthly quarterly yearly
Martin_T Posted April 21, 2017 Author Posted April 21, 2017 4 hours ago, Chris said: If you are using the recurring services contract, then you can choose the 'Billing Cycle': contract length weekly monthly quarterly yearly Hi Chris, We're happy with how to use it, my point is that it's not working correctly. Cheers, Martin
Martin_T Posted October 12, 2017 Author Posted October 12, 2017 Hi Guys, Is there any thoughts on this at all, the issue arose again today with an annual renewal that we couldn't process until we extended the end date to past 1/1/18 Many thanks, Martin
Marius Posted November 30, 2017 Posted November 30, 2017 Hi Martin, We are investigating this and we'll provide an update. Marius
Marius Posted December 1, 2017 Posted December 1, 2017 Hi Martin, An update on this: It's not a bug, this is how the yearly works. If you want to bill starting the Contract Start Date and not the Financial Fiscal Years, you will have to use Billing Period = Contract Length. Hope this helps! Marius Paul and Martin_T 1 1
Martin_T Posted December 1, 2017 Author Posted December 1, 2017 41 minutes ago, Marius said: Hi Martin, An update on this: It's not a bug, this is how the yearly works. If you want to bill starting the Contract Start Date and not the Financial Fiscal Years, you will have to use Billing Period = Contract Length. Hope this helps! Marius Hi Marius, Ideal! Thank you very much for the clarification  Martin
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now