Putting in place billing terms and conditions

The information to enter under the Billing tab are essential to bill the contract.

1 In the Arrangements section, enter the following information:
  • Effective on: the date when the contract becomes effective (it is different from the validation date found in the Main tab).
  • "Valid until" date, termination date, contract duration
  • Renewal option: you must enter TR (for Tacit Renewal) or leave the field empty. This information has an impact on the "valid until" date, that is automatically calculated (effective date + contract duration). The "valid until" date is required if the Renewal field is empty.
  • Renewal date, reminder date.
  • The contract's billing periodicity: Annual, Half-yearly, Quarterly, Monthly or Unique.
2 In the Terms and conditions section, indicate the method and the number of pays for paying.
3 In the Billing and due date section, enter the following information:
  • In advance, in arrears.
  • Last billing, next due date.
  • Indicate if you are using manual billing or blocked billing.
  • Billing renewal and trigger: both values enable you to sort contracts based on your renewal and billing processes.
4 Save and choose Yes to directly add a service to the contract (required).