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Posted

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.

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.

  • 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?

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