Posted February 3, 20187 yr I have some multi-year contracts that bill annually on the anniversary of the commencement date. How can I handle this in the contracts module? I DO NOT want pro-rata billing from the beginning\end of the calendar year.
February 5, 20187 yr On 2/3/2018 at 2:44 PM, Colm Whelan said: I have some multi-year contracts that bill annually on the anniversary of the commencement date. How can I handle this in the contracts module? I DO NOT want pro-rata billing from the beginning\end of the calendar year. I too had this issue, turns out, I was just using the wrong Billing Period type. (https://forum.pulseway.com/topic/1992-possible-bug-annual-renewals/) It should be Billing Period = Contract Length. Big thanks to @Marius for this one.
February 5, 20187 yr Author @Martin_T Thanks for the reply. I'm not convinced that will work. If it's a 3 year contract and I want to bill it every year on the contract anniversary, how do I do that? If I set up a contract with a starting date of 05/02/2018 and an end date of the 04/02/2021 sand set the billing period type to contract length then surely it will bill all three years at once?
_a9c1b4.png){kind=logo}
_49ee3f.png){kind=logo}
Create an account or sign in to comment