Block of hours contract questions

[n22383]

I have one customer who periodically goes over their monthly alotment of hours. I want this time to be billable, but at the discounted rate that the contract provides. Is there a way for this to happen automatically or do i have to go back and find all ticket entry's that exceed the contract and manually handle them?

[lpopejoy]

Nothing seamless. Could you run a report on contracts that have overused their block of hours? ...and then once per month manually create a single charge for the overage amount?

[Support Team]

Thank you for posting this.

In addition to @lpopejoy suggestion - when adding the Charge the user is warned that block has already been used entirely - in that stage the user can mark the Charge as Billable.

As for discounted rates - those can be set using Custom Pricing for that Contract, so the rate for that billable charge will automatically be the discounted one.

Check our Wiki Over-used Hours article.

Hope this helps.