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Just upgraded to v20, and still trying to fully understand when and how to properly use the recurring charges, which is very useful addition, btw.
So, my question is - can we add recurring charges to a contract? For example: I set a new MSP contract in CommitCRM that has renewal date a year from now. Then add all agreed charges as monthly recurring. That way, we don't have a new "contract" every month. Since our clients sign an MSP contract that lasts 1/2/3yrs, or more, with monthly billing (adjusted by # of seats/computers/etc), that would be the closest implementation of actual contract. |
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Thanks for your input. Great that you find recurring Charges to be useful!
Well, yes, this is an option, you can configure a Recurring Charge and link it to Contact and it'll add a new Charge under the very same contract each month. This may work well with non-block contracts (renewing a block contract for another month reinitialize it). |
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Thanks, this is helpful.
Now, just one more question - when setting Reccurence for Charge Template, how to select the last day in a month? Currently, for "Monthly - day in month" we can pick a number, 1-31, so not sure what happens if I set it at 31st day of the month. Is Charge still going to be generated on months with 30 or 28/29 days? |
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Thank you for posting this. You can link a recurring Charge template to a Contract series, instead of a specific Contract. This way, the recurring Charge will be created under the then-latest Contract in the series.
Hope this helps. |