What is recurring billing?
Recurring billing enables you to bill a fixed or fluctuating amount on a regular basis, following a payment schedule (monthly, yearly, etc.). This optional feature can be accessed via Help Desk > Contracts > Customer contracts (whereas the unit payment feature is accessed via Management > Sales > Orders).


Note
This setup is only useful if you use the IT equipment feature in the Help Desk module.
1 | Go to Help Desk > Maintained products and click on |
2 | Under the General tab, enter the following information: |
- The product code and call name (which must match the customer's call name).
- A name to describe the product and the product type.
- The product classification (family, phase, sub-phase).
3 | Add further information about maintained products under the Custom data tab. |
In case you are dealing with maintained products that correspond to softwares, you can manually (or through technical interfaces) update version numbers or information about the installation environment.
There are two ways to access the products:
- By searching for maintained products per contracts.
- By clicking on a product link from a Help Desk issue.

Refer to the Sales guide

Refer to the Third party guide