Putting in place billing terms and conditions
The information to enter under the Billing tab are essential to bill the contract.
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1
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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.
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In the Terms and conditions section, indicate the method and the number of pays for paying. |
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3
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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.
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4
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Save and choose Yes to directly add a service to the contract (required). |