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We are using recurring contracts to charge for an online backup solution we provide.
We create a contract for each customer, add the correct item to the contract price charge based on volume of backup, and set the start and end dates depending on whether the customer will be billed monthly, quarterly etc. We run the Batch copy contracts wizard to roll the contracts over each month. Then invoice via QB This sort of works for us but we have a few issues with it - see below. Any suggestions would be welcome. 1. When rolling over the contracts using the batch copy wizard the old contracts are not marked as complete - a Mark as complete checkbox would save time. 2. An option to add a date to the charge description when contract is rolled over / billed would be great. Currently we have to manually add the month or a date range to the invoice line e.g. Online Backup - 01/03/15 - 31/03/15, these could be pulled from the start / end dates on the contract automatically - another checkbox? 3. What is the recommended way to invoice charges generated from rolling over contracts? Currently we go to charges and use the filtering options to display the charges related to our online backup service, then use this as a reference to go to each customers account and invoice the charges. There must be an easier way? We use QB with the QB link. Thanks |
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Thank you posting this.
Please find our answers below: 1. After renewing Contracts using the Batch Copy feature you can use the Batch Complete Contracts feature (the option is located under Contracts menu) to save time and set group of Contracts as completed at once. 2. There is no option to add Contract start and end dates to the Contract Price Charge automatically. We will take a note on this. 3. The easiest and quickest way is to use the Batch Invoice Creation feature and generate the invoices at the Contracts level or use the single invoice wizard to generate the invoice for each Contract separately if you need more control per Charge line included in invoice. Both wizards can be accessed from File > New menu, just select 'Contract' level on the first step of wizard and select the Contract/s for invoicing on the second step. Hope this helps. |
