Billing - Revision history

Dina at 07:50, 8 July 2020

2020-07-08T07:50:36Z

Dina at 09:22, 19 June 2020

2020-06-19T09:22:13Z

← Older revision		Revision as of 09:22, 19 June 2020
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	In this document, you will learn about [[Items]], [[Charges]] and [[Contracts]] in CommitCRM, what they mean, how you use them, and the impact they can have on your business work flow while using CommitCRM.		In this document, you will learn about [[Items]], [[Charges]] and [[Contracts]] in CommitCRM, what they mean, how you use them, and the impact they can have on your business work flow while using CommitCRM.

	~~==Related Videos==~~
	~~Find various tutorial videos about managing Contracts and Billing in CommitCRM on the [[Videos#Contracts & Billing\|Billing Videos Page]].~~
	<br><br>		<br><br>

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	*[[QuickBooks Link\|CommitCRM-QuickBooks Link]]		*[[QuickBooks Link\|CommitCRM-QuickBooks Link]]
	*[[Xero Link\|CommitCRM-Xero Link]]		*[[Xero Link\|CommitCRM-Xero Link]]
	*'''[[Videos#Contracts & Billing\|Billing Tutorial Videos]]'''

	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:Billing]]		[[Category:Billing]]
	[[Category:Service Management]]		[[Category:Service Management]]

Dina: /* How to use Recurring Contracts */

2018-12-31T10:55:21Z

How to use Recurring Contracts

← Older revision		Revision as of 10:55, 31 December 2018
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	In many cases, you can have contracts that bring in recurring revenue, such as web hosting, managed services contracts, monthly blocks etc.		In many cases, you can have contracts that bring in recurring revenue, such as web hosting, managed services contracts, monthly blocks etc.

	You can ~~do this by creating a~~ monthly/periodic ~~contract – i.e. end date at the end of the month etc.~~ and ~~then by copying it~~ to ~~the new period (the next month etc.)~~.		CommitCRM helps you track and manage recurring agreements. You can create monthly/yearly/periodic contracts and either configure them to renew automatically or renew them manually.

	Benefits of recurring Contracts:		Benefits of recurring Contracts:
	*When ~~copying~~ contracts, the '''original contract information is copied''' to the new Contract – like service terms, the initial Block of Time value, Notes, etc. So if you create special notes regarding the Account (such as "Usually has problem with X" or "Make sure you speak with John"), these notes will also by copied to the new contract, keeping all the information intact.		*CommitCRM may '''automatically''' renew the Contract to the next period based on each Contract recurrence settings.
			*When contracts are renewed, the '''original contract information is copied''' to the new Contract – like service terms, the initial Block of Time value, Notes, etc. <br>So if you create special notes regarding the Account (such as "Usually has problem with X" or "Make sure you speak with John"), these notes will also by copied to the new contract, keeping all the information intact.
	*The '''contract sub-code will automatically be incremented''', e.g. if the original Contract code is 1001 then the newly created contract code will be 1001.0001, 1001.0002 etc.		*The '''contract sub-code will automatically be incremented''', e.g. if the original Contract code is 1001 then the newly created contract code will be 1001.0001, 1001.0002 etc.
	*~~you can handle many~~ recurring ~~Contracts with the Batch Copy Wizard which~~ can ~~create many new Contracts for the next period~~ automatically ~~(see below).~~		*Any number of recurring Contract serieses can be easily managed and renewed either automatically by CommitCRM, or semi-automatically using the Contract Batch Copy Wizard feature.
	*The '''system will select the new copied contract as the default contract''' for the Account automatically~~, based on its start date. This means that you can copy a contract any time prior to its end; and the system will only start~~ using ~~it when~~ the ~~previous contract expires. Note: In order for the system to automatically select a contract by date; you should make sure the default contract selection for the Account is set to 'Automatic'~~.		*'''[[Contract-Price Charges]]''' will be automatically copied if requested. <br>This means that you can copy the contract together with the contract-price charges to automatically bill the customer for the new contract.
	*'''[[~~Contracts#~~Contract-Price Charges~~\|Contract-price charges~~]]''' will be automatically copied if requested. This means that you can copy the contract together with the contract-price charges to automatically bill the customer for the new contract.
	*The contract's [[Activity Templates\|activity template]] will be automatically copied if requested. This means that you can copy the contract and automatically create the recurring activities for the new contract.		*The contract's [[Activity Templates\|activity template]] will be automatically copied if requested. This means that you can copy the contract and automatically create the recurring activities for the new contract.

Dina: /* How to use Recurring Contracts */

2018-12-30T13:28:59Z

How to use Recurring Contracts

← Older revision		Revision as of 13:28, 30 December 2018
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	In many cases, you can have contracts that bring in recurring revenue, such as web hosting, managed services contracts, monthly blocks etc.		In many cases, you can have contracts that bring in recurring revenue, such as web hosting, managed services contracts, monthly blocks etc.

	You can do do this by creating a monthly/periodic contract – i.e. end date at the end of the month etc. and then by copying it to the new period (the next month etc.).		You can do this by creating a monthly/periodic contract – i.e. end date at the end of the month etc. and then by copying it to the new period (the next month etc.).

	Benefits of recurring Contracts:		Benefits of recurring Contracts:
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	Read more about recurring contracts in the [[Recurring Contracts]] section.		Read more about recurring contracts in the [[Recurring Contracts]] section.


	==Rates for Over Used Hours==		==Rates for Over Used Hours==

Dina: /* SLA for Contracts */

2018-12-30T13:28:20Z

SLA for Contracts

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 See [[SLA#Default SLA for Accounts and Contracts|Default SLA for Accounts and Contracts]] in the main [[SLA|SLA user guide]] for more details.
 <br><br>
 ==Custom Pricing==

Dina: /* Using Contracts */

2018-12-30T13:26:42Z

Using Contracts

← Older revision		Revision as of 13:26, 30 December 2018
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	The contract type ~~is set when you create a new Contract~~, and ~~the system~~ automatically tracks the status of a Contract according to the type selected. You can read more about contract types and their statuses in [[Contracts#~~Tracking the Contract Status~~\|Tracking the Contract Status]].<br>Each Account can have one or more Contracts at a time for different purposes. For example, you can have a '''Block of Time''' service agreement for on-site support at the customer site, and also a '''Global''' Contract for phone support.		The Contract is created based on the [[Billing_Plans\|Billing Plan]] that defines the contract type, billing settings and pricing.

			CommitCRM automatically tracks the status of a Contract according to the type selected. You can read more about contract types and their statuses in [[Contracts#Tracking_the_Contract_Status\|Tracking the Contract Status]].<br>Each Account can have one or more Contracts at a time for different purposes. For example, you can have a '''Block of Time''' service agreement for on-site support at the customer site, and also a '''Global''' Contract for phone support.


	Each Contract also has a '''Start date''' and '''End date''' which determines when the Contract is valid or expired (i.e. out of date). CommitCRM automatically selects the most valid Contract – see [[Contracts#How does the system select a Default Contract?\|How does the system choose the Contract to be used]]. To view Contracts which are about to expire, go to the Reports window, select the Contracts category and generate the 'Contract List by Type and Expiration' report.		Each Contract also has a '''Start date''' and '''End date''' which determines when the Contract is valid or expired (i.e. out of date). CommitCRM automatically selects the most valid Contract – see [[Contracts#How does the system select a Default Contract?\|How does the system choose the Contract to be used]]. To view Contracts which are about to expire, go to the Reports window, select the Contracts category and generate the 'Contract List by Type and Expiration' report.

Dina: /* Using Charges */

2018-11-12T12:57:49Z

Using Charges

← Older revision		Revision as of 12:57, 12 November 2018
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	See [[Charges]].		See [[Charges]].


			==Using Recurring Charges==

			Configuring the Recurring Charge Templates is an automated way to charge your customer for recurring services that do not require any additional overhead activities.

			The Recurring Charges can be used to automatically charge customers for:
			*monthly 365 subscriptions
			*yearly domain renewals
			*monthly hosting services
			*yearly antivirus renewals

			See [[Recurring Charges]]

	==Using Contracts==		==Using Contracts==

Dina: /* See Also */

2018-11-12T12:54:13Z

Dina: /* See Also */

2018-11-12T12:53:47Z

Dina: /* See Also */

2015-07-09T08:50:07Z

← Older revision		Revision as of 13:26, 30 December 2018
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	The contract type ~~is set when you create a new Contract~~, and ~~the system~~ automatically tracks the status of a Contract according to the type selected. You can read more about contract types and their statuses in [[Contracts#~~Tracking the Contract Status~~\|Tracking the Contract Status]].<br>Each Account can have one or more Contracts at a time for different purposes. For example, you can have a '''Block of Time''' service agreement for on-site support at the customer site, and also a '''Global''' Contract for phone support.		The Contract is created based on the [[Billing_Plans\|Billing Plan]] that defines the contract type, billing settings and pricing.

			CommitCRM automatically tracks the status of a Contract according to the type selected. You can read more about contract types and their statuses in [[Contracts#Tracking_the_Contract_Status\|Tracking the Contract Status]].<br>Each Account can have one or more Contracts at a time for different purposes. For example, you can have a '''Block of Time''' service agreement for on-site support at the customer site, and also a '''Global''' Contract for phone support.


	Each Contract also has a '''Start date''' and '''End date''' which determines when the Contract is valid or expired (i.e. out of date). CommitCRM automatically selects the most valid Contract – see [[Contracts#How does the system select a Default Contract?\|How does the system choose the Contract to be used]]. To view Contracts which are about to expire, go to the Reports window, select the Contracts category and generate the 'Contract List by Type and Expiration' report.		Each Contract also has a '''Start date''' and '''End date''' which determines when the Contract is valid or expired (i.e. out of date). CommitCRM automatically selects the most valid Contract – see [[Contracts#How does the system select a Default Contract?\|How does the system choose the Contract to be used]]. To view Contracts which are about to expire, go to the Reports window, select the Contracts category and generate the 'Contract List by Type and Expiration' report.

← Older revision		Revision as of 12:54, 12 November 2018
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	*[[Items]]		*[[Items]]
	*[[Charges]]		*[[Charges]]
	*[[Recurring Charges]		*[[Recurring Charges]]
	*[[Contracts]]		*[[Contracts]]
	*[[Custom Pricing]]		*[[Custom Pricing]]

← Older revision		Revision as of 12:53, 12 November 2018
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	*[[Items]]		*[[Items]]
	*[[Charges]]		*[[Charges]]
			*[[Recurring Charges]
	*[[Contracts]]		*[[Contracts]]
	*[[Custom Pricing]]		*[[Custom Pricing]]

← Older revision		Revision as of 08:50, 9 July 2015
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	*[[Charges#Charging_Using_Taxes\|Using Taxes]]		*[[Charges#Charging_Using_Taxes\|Using Taxes]]
	*[[QuickBooks Link\|CommitCRM-QuickBooks Link]]		*[[QuickBooks Link\|CommitCRM-QuickBooks Link]]
			*[[Xero Link\|CommitCRM-Xero Link]]
	*'''[[Videos#Contracts & Billing\|Billing Tutorial Videos]]'''		*'''[[Videos#Contracts & Billing\|Billing Tutorial Videos]]'''