Jump to content

Recommended Posts

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.

Posted
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.

Posted

@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?

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 account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...