Contracts FAQ - Revision history

Dina at 08:05, 8 July 2020

2020-07-08T08:05:46Z

Reno at 17:44, 28 October 2009

2009-10-28T17:44:14Z

← Older revision		Revision as of 17:44, 28 October 2009
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	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Contracts]]		[[Category:Contracts]]
	~~[[Category:KB\|FAQ]]~~
	__NOTOC__		__NOTOC__

Reno at 21:01, 27 October 2009

2009-10-27T21:01:02Z

← Older revision		Revision as of 21:01, 27 October 2009
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	*[[Contracts FAQ#What happens when a contract is closed?\|What happens when a contract is closed?]]		*[[Contracts FAQ#What happens when a contract is closed?\|What happens when a contract is closed?]]
	*[[Contracts FAQ#What is the default Contract of an Account?\|What is the default Contract of an Account?]]		*[[Contracts FAQ#What is the default Contract of an Account?\|What is the default Contract of an Account?]]



	===Advanced Use===		===Advanced Use===

Reno at 20:45, 27 October 2009

2009-10-27T20:45:37Z

← Older revision		Revision as of 20:45, 27 October 2009
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	<br>		<br>
	*[[Contracts FAQ#See Also\|See Also]]		*[[Contracts FAQ#See Also\|See Also]]
			----

	===How can I create new contracts for the customer?===		===How can I create new contracts for the customer?===

Reno at 20:23, 27 October 2009

2009-10-27T20:23:17Z

← Older revision		Revision as of 20:23, 27 October 2009
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	{{faq}}		{{faq}}

			===Getting Started===
	*[[Contracts FAQ#How can I create new contracts for the customer?\|How can I create new contracts for the customer?]]		*[[Contracts FAQ#How can I create new contracts for the customer?\|How can I create new contracts for the customer?]]
	*[[Contracts FAQ#What contract types are supported?\|What contract types are supported?]]		*[[Contracts FAQ#What contract types are supported?\|What contract types are supported?]]
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	*[[Contracts FAQ#Does the system alert me when the contract has ended or has been over-extended?\|Does the system alert me when the contract has ended or has been over-extended?]]		*[[Contracts FAQ#Does the system alert me when the contract has ended or has been over-extended?\|Does the system alert me when the contract has ended or has been over-extended?]]
	*[[Contracts FAQ#Must I use contracts?\|Must I use contracts?]]		*[[Contracts FAQ#Must I use contracts?\|Must I use contracts?]]
			*[[Contracts FAQ#How do I bill the customer for the contract price?\|How do I bill the customer for the contract price?]]
			*[[Contracts FAQ#How can I suspend a contract?\|How can I suspend a contract?]]
			*[[Contracts FAQ#How can I close a contract?\|How can I close a contract?]]
			*[[Contracts FAQ#What happens when a contract is closed?\|What happens when a contract is closed?]]
			*[[Contracts FAQ#What is the default Contract of an Account?\|What is the default Contract of an Account?]]



			===Advanced Use===
	*[[Contracts FAQ#Where can I see all the contracts that will soon expire?\|Where can I see all the contracts that will soon expire?]]		*[[Contracts FAQ#Where can I see all the contracts that will soon expire?\|Where can I see all the contracts that will soon expire?]]
	*[[Contracts FAQ#How should I manage monthly recurring contracts?\|How should I manage monthly recurring contracts?]]		*[[Contracts FAQ#How should I manage monthly recurring contracts?\|How should I manage monthly recurring contracts?]]
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	*[[Contracts FAQ#Can I define Custom Pricing for Contracts?\|Can I define Custom Pricing for Contracts?]]		*[[Contracts FAQ#Can I define Custom Pricing for Contracts?\|Can I define Custom Pricing for Contracts?]]
	*[[Contracts FAQ#What is the contract's Linked Activity Template?\|What is the contract's Linked Activity Template?]]		*[[Contracts FAQ#What is the contract's Linked Activity Template?\|What is the contract's Linked Activity Template?]]
	*[[Contracts FAQ#How do I bill the customer for the contract price?\|How do I bill the customer for the contract price?]]
	*[[Contracts FAQ#How can I suspend a contract?\|How can I suspend a contract?]]
	*[[Contracts FAQ#How can I close a contract?\|How can I close a contract?]]
	*[[Contracts FAQ#What happens when a contract is closed?\|What happens when a contract is closed?]]
	*[[Contracts FAQ#How can I generate an invoice for a prepaid block of time without reducing the block balance?\|How can I generate an invoice for a prepaid block of time without reducing the block balance?]]		*[[Contracts FAQ#How can I generate an invoice for a prepaid block of time without reducing the block balance?\|How can I generate an invoice for a prepaid block of time without reducing the block balance?]]
	*[[Contracts FAQ#What is the default Contract of an Account?\|What is the default Contract of an Account?]]
	*[[Contracts FAQ#What is a Sub-Code in Contracts?\|What is a Sub-Code in Contracts?]]		*[[Contracts FAQ#What is a Sub-Code in Contracts?\|What is a Sub-Code in Contracts?]]

			<br>
	*[[Contracts FAQ#See Also\|See Also]]		*[[Contracts FAQ#See Also\|See Also]]

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	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Contracts]]		[[Category:Contracts]]
			[[Category:KB\|FAQ]]
	__NOTOC__		__NOTOC__

Yarden at 08:17, 13 August 2009

2009-08-13T08:17:00Z

← Older revision		Revision as of 08:17, 13 August 2009
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			{{faq}}

	*[[Contracts FAQ#How can I create new contracts for the customer?\|How can I create new contracts for the customer?]]		*[[Contracts FAQ#How can I create new contracts for the customer?\|How can I create new contracts for the customer?]]
	*[[Contracts FAQ#What contract types are supported?\|What contract types are supported?]]		*[[Contracts FAQ#What contract types are supported?\|What contract types are supported?]]

Yarden at 13:12, 10 August 2009

2009-08-10T13:12:46Z

← Older revision		Revision as of 13:12, 10 August 2009
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	===How do I bill the customer for the contract price?===		===How do I bill the customer for the contract price?===
	Contract-~~price~~ Charges provide an easy-to-use and innovative way to ensure that clients get billed for the service contracts you have signed with them, whether they are recurring contracts or ad-hoc contracts/projects.		Contract-Price Charges provide an easy-to-use and innovative way to ensure that clients get billed for the service contracts you have signed with them, whether they are recurring contracts or ad-hoc contracts/projects.

	Contract-~~price~~ Charges are used to charge for an amount agreed upon in a contract. For example, let’s say you sign a 50-hour (block-of-time) contract with a customer for a price of $1,000. You can then create a Contract-~~price~~ Charge to represent this amount ($1,000) in the CommitCRM system. A Contract-~~price~~ Charge only represents an amount listed for a contract—it does not represent a fee for specific work performed under a contract.		Contract-Price Charges are used to charge for an amount agreed upon in a contract. For example, let’s say you sign a 50-hour (block-of-time) contract with a customer for a price of $1,000. You can then create a Contract-Price Charge to represent this amount ($1,000) in the CommitCRM system. A Contract-Price Charge only represents an amount listed for a contract—it does not represent a fee for specific work performed under a contract.

	Contract-~~price~~ Charges work much like other charges in CommitCRM: they are included in reports; they can be defined as Billable; and they are included in invoices. However, since Contract-~~price~~ Charges do not represent specific work, they do not affect the balance of a contract block.		Contract-Price Charges work much like other charges in CommitCRM: they are included in reports; they can be defined as Billable; and they are included in invoices. However, since Contract-Price Charges do not represent specific work, they do not affect the balance of a contract block.

	For further explanation, see ~~the Introduction to Billing user guide, under~~ [[~~Contracts#Contract-Price Charges\|~~Contract-Price Charges]].		For further explanation, see [[Contract-Price Charges]].

Yarden at 11:21, 9 August 2009

2009-08-09T11:21:01Z

Yarden at 08:22, 6 August 2009

2009-08-06T08:22:25Z

← Older revision		Revision as of 08:22, 6 August 2009
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	*[[Contracts FAQ#What is a Sub-Code in Contracts?\|What is a Sub-Code in Contracts?]]		*[[Contracts FAQ#What is a Sub-Code in Contracts?\|What is a Sub-Code in Contracts?]]
	*[[Contracts FAQ#See Also\|See Also]]		*[[Contracts FAQ#See Also\|See Also]]


	===How can I create new contracts for the customer?===		===How can I create new contracts for the customer?===

Yarden at 08:20, 6 August 2009

2009-08-06T08:20:22Z

← Older revision		Revision as of 08:20, 6 August 2009
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	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Contracts]]		[[Category:Contracts]]

			__NOTOC__

← Older revision		Revision as of 20:23, 27 October 2009
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	{{faq}}		{{faq}}

			===Getting Started===
	*[[Contracts FAQ#How can I create new contracts for the customer?\|How can I create new contracts for the customer?]]		*[[Contracts FAQ#How can I create new contracts for the customer?\|How can I create new contracts for the customer?]]
	*[[Contracts FAQ#What contract types are supported?\|What contract types are supported?]]		*[[Contracts FAQ#What contract types are supported?\|What contract types are supported?]]
Line 6:		Line 7:
	*[[Contracts FAQ#Does the system alert me when the contract has ended or has been over-extended?\|Does the system alert me when the contract has ended or has been over-extended?]]		*[[Contracts FAQ#Does the system alert me when the contract has ended or has been over-extended?\|Does the system alert me when the contract has ended or has been over-extended?]]
	*[[Contracts FAQ#Must I use contracts?\|Must I use contracts?]]		*[[Contracts FAQ#Must I use contracts?\|Must I use contracts?]]
			*[[Contracts FAQ#How do I bill the customer for the contract price?\|How do I bill the customer for the contract price?]]
			*[[Contracts FAQ#How can I suspend a contract?\|How can I suspend a contract?]]
			*[[Contracts FAQ#How can I close a contract?\|How can I close a contract?]]
			*[[Contracts FAQ#What happens when a contract is closed?\|What happens when a contract is closed?]]
			*[[Contracts FAQ#What is the default Contract of an Account?\|What is the default Contract of an Account?]]



			===Advanced Use===
	*[[Contracts FAQ#Where can I see all the contracts that will soon expire?\|Where can I see all the contracts that will soon expire?]]		*[[Contracts FAQ#Where can I see all the contracts that will soon expire?\|Where can I see all the contracts that will soon expire?]]
	*[[Contracts FAQ#How should I manage monthly recurring contracts?\|How should I manage monthly recurring contracts?]]		*[[Contracts FAQ#How should I manage monthly recurring contracts?\|How should I manage monthly recurring contracts?]]
Line 12:		Line 22:
	*[[Contracts FAQ#Can I define Custom Pricing for Contracts?\|Can I define Custom Pricing for Contracts?]]		*[[Contracts FAQ#Can I define Custom Pricing for Contracts?\|Can I define Custom Pricing for Contracts?]]
	*[[Contracts FAQ#What is the contract's Linked Activity Template?\|What is the contract's Linked Activity Template?]]		*[[Contracts FAQ#What is the contract's Linked Activity Template?\|What is the contract's Linked Activity Template?]]
	*[[Contracts FAQ#How do I bill the customer for the contract price?\|How do I bill the customer for the contract price?]]
	*[[Contracts FAQ#How can I suspend a contract?\|How can I suspend a contract?]]
	*[[Contracts FAQ#How can I close a contract?\|How can I close a contract?]]
	*[[Contracts FAQ#What happens when a contract is closed?\|What happens when a contract is closed?]]
	*[[Contracts FAQ#How can I generate an invoice for a prepaid block of time without reducing the block balance?\|How can I generate an invoice for a prepaid block of time without reducing the block balance?]]		*[[Contracts FAQ#How can I generate an invoice for a prepaid block of time without reducing the block balance?\|How can I generate an invoice for a prepaid block of time without reducing the block balance?]]
	*[[Contracts FAQ#What is the default Contract of an Account?\|What is the default Contract of an Account?]]
	*[[Contracts FAQ#What is a Sub-Code in Contracts?\|What is a Sub-Code in Contracts?]]		*[[Contracts FAQ#What is a Sub-Code in Contracts?\|What is a Sub-Code in Contracts?]]

			<br>
	*[[Contracts FAQ#See Also\|See Also]]		*[[Contracts FAQ#See Also\|See Also]]

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	[[Category:FAQ]]		[[Category:FAQ]]
	[[Category:Contracts]]		[[Category:Contracts]]
			[[Category:KB\|FAQ]]
	__NOTOC__		__NOTOC__

← Older revision		Revision as of 08:05, 8 July 2020
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	You can create contracts for customers from the Accounts window > Contracts tab or from the main Contracts window.		You can create contracts for customers from the Accounts window > Contracts tab or from the main Contracts window.

	Each Contract record you open in ~~CommitCRM~~ is linked to a selected Account, has a unique ID code, start and end dates, type and status.		Each Contract record you open in RangerMSP is linked to a selected Account, has a unique ID code, start and end dates, type and status.


	===What contract types are supported?===		===What contract types are supported?===
	There are four types of Contracts in ~~CommitCRM~~: Global, Block of Time, Block of Tickets and Block of Money.		There are four types of Contracts in RangerMSP: Global, Block of Time, Block of Tickets and Block of Money.

	<u>Global</u> – Suitable for accounts that are limited to a predefined time period, i.e. a phone service contract valid for one year.		<u>Global</u> – Suitable for accounts that are limited to a predefined time period, i.e. a phone service contract valid for one year.
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	===Does the system alert me when the contract has ended or has been over-extended?===		===Does the system alert me when the contract has ended or has been over-extended?===
	Every Ticket and Charge in ~~CommitCRM~~ is always entered under one of the selected account contracts. When you create a ticket under an active contract, the system will warn you if the contract terms are obsolete – i.e. the block of time has already been used, the contract end date has passed, etc. For example, you can create a monthly contract for your customer called "Phone Support", select Block of Tickets as the contract type and set the initial value to 20. Each time the customer calls Support, one ticket will be subtracted from the initial value of the contract and when the block has been used up or the end date has passed the user will be alerted.		Every Ticket and Charge in RangerMSP is always entered under one of the selected account contracts. When you create a ticket under an active contract, the system will warn you if the contract terms are obsolete – i.e. the block of time has already been used, the contract end date has passed, etc. For example, you can create a monthly contract for your customer called "Phone Support", select Block of Tickets as the contract type and set the initial value to 20. Each time the customer calls Support, one ticket will be subtracted from the initial value of the contract and when the block has been used up or the end date has passed the user will be alerted.


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	An Activity Template is a template that contains a group of pre-programmed activities—such as Tasks, Appointments, or Tickets—that can be applied to different parts of the system, including Contracts. Users can create Activity Templates for projects that their company commonly performs and which require a similar set of tasks, regardless of the client.		An Activity Template is a template that contains a group of pre-programmed activities—such as Tasks, Appointments, or Tickets—that can be applied to different parts of the system, including Contracts. Users can create Activity Templates for projects that their company commonly performs and which require a similar set of tasks, regardless of the client.

	Each contract in the ~~CommitCRM~~ system can be assigned a "Linked Activity Template." This template can be linked to a contract and applied whenever a user copies this contract to a new date range or creates a new contract based on the contract to which the template is assigned.		Each contract in the RangerMSP system can be assigned a "Linked Activity Template." This template can be linked to a contract and applied whenever a user copies this contract to a new date range or creates a new contract based on the contract to which the template is assigned.

	You can read more about about this in the Activity Templates user guide under the [[Activity Templates#Contract Linked Activity Templates\|Linked Activity Templates]] section.		You can read more about about this in the Activity Templates user guide under the [[Activity Templates#Contract Linked Activity Templates\|Linked Activity Templates]] section.
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	Contract-Price Charges provide an easy-to-use and innovative way to ensure that clients get billed for the service contracts you have signed with them, whether they are recurring contracts or ad-hoc contracts/projects.		Contract-Price Charges provide an easy-to-use and innovative way to ensure that clients get billed for the service contracts you have signed with them, whether they are recurring contracts or ad-hoc contracts/projects.

	Contract-Price Charges are used to charge for an amount agreed upon in a contract. For example, let’s say you sign a 50-hour (block-of-time) contract with a customer for a price of $1,000. You can then create a Contract-Price Charge to represent this amount ($1,000) in the ~~CommitCRM~~ system. A Contract-Price Charge only represents an amount listed for a contract—it does not represent a fee for specific work performed under a contract.		Contract-Price Charges are used to charge for an amount agreed upon in a contract. For example, let’s say you sign a 50-hour (block-of-time) contract with a customer for a price of $1,000. You can then create a Contract-Price Charge to represent this amount ($1,000) in the RangerMSP system. A Contract-Price Charge only represents an amount listed for a contract—it does not represent a fee for specific work performed under a contract.

	Contract-Price Charges work much like other charges in ~~CommitCRM~~: they are included in reports; they can be defined as Billable; and they are included in invoices. However, since Contract-Price Charges do not represent specific work, they do not affect the balance of a contract block.		Contract-Price Charges work much like other charges in RangerMSP: they are included in reports; they can be defined as Billable; and they are included in invoices. However, since Contract-Price Charges do not represent specific work, they do not affect the balance of a contract block.

	For further explanation, see [[Contract-Price Charges]].		For further explanation, see [[Contract-Price Charges]].
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	The invoice should be created in your accounting system.		The invoice should be created in your accounting system.

	If you use the ~~Commit~~-QuickBooks Link you can either create it directly in QuickBooks or create a labor charge in ~~CommitCRM~~ which is based on units (not hours or it will reduce the block balance). Set the price for the charge and set its status to Billable.		If you use the RangerMSP-QuickBooks Link you can either create it directly in QuickBooks or create a labor charge in RangerMSP which is based on units (not hours or it will reduce the block balance). Set the price for the charge and set its status to Billable.

	After the charge is entered for this contract you can generate a QuickBooks invoice for it from ~~CommitCRM~~ using the 'QuickBooks' menu in the Contract window.		After the charge is entered for this contract you can generate a QuickBooks invoice for it from RangerMSP using the 'QuickBooks' menu in the Contract window.

	<u>Note:</u> To add a unit based labor charge you should use a unit based labor item.		<u>Note:</u> To add a unit based labor charge you should use a unit based labor item.
	You can learn more about the different labor types and pricing options supported by ~~CommitCRM~~ by clicking here.		You can learn more about the different labor types and pricing options supported by RangerMSP by clicking here.

← Older revision		Revision as of 11:21, 9 August 2009
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	You can create contracts for customers from the Accounts window > Contracts tab or from the main Contracts window.		You can create contracts for customers from the Accounts window > Contracts tab or from the main Contracts window.

	Each Contract record you open in ~~Commit~~ is linked to a selected Account, has a unique ID code, start and end dates, type and status.		Each Contract record you open in CommitCRM is linked to a selected Account, has a unique ID code, start and end dates, type and status.


	===What contract types are supported?===		===What contract types are supported?===
	There are four types of Contracts in ~~Commit~~: Global, Block of Time, Block of Tickets and Block of Money.		There are four types of Contracts in CommitCRM: Global, Block of Time, Block of Tickets and Block of Money.

	<u>Global</u> – Suitable for accounts that are limited to a predefined time period, i.e. a phone service contract valid for one year.		<u>Global</u> – Suitable for accounts that are limited to a predefined time period, i.e. a phone service contract valid for one year.
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	===Does the system alert me when the contract has ended or has been over-extended?===		===Does the system alert me when the contract has ended or has been over-extended?===
	Every Ticket and Charge in ~~Commit~~ is always entered under one of the selected account contracts. When you create a ticket under an active contract, the system will warn you if the contract terms are obsolete – i.e. the block of time has already been used, the contract end date has passed, etc. For example, you can create a monthly contract for your customer called "Phone Support", select Block of Tickets as the contract type and set the initial value to 20. Each time the customer calls Support, one ticket will be subtracted from the initial value of the contract and when the block has been used up or the end date has passed the user will be alerted.		Every Ticket and Charge in CommitCRM is always entered under one of the selected account contracts. When you create a ticket under an active contract, the system will warn you if the contract terms are obsolete – i.e. the block of time has already been used, the contract end date has passed, etc. For example, you can create a monthly contract for your customer called "Phone Support", select Block of Tickets as the contract type and set the initial value to 20. Each time the customer calls Support, one ticket will be subtracted from the initial value of the contract and when the block has been used up or the end date has passed the user will be alerted.


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	An Activity Template is a template that contains a group of pre-programmed activities—such as Tasks, Appointments, or Tickets—that can be applied to different parts of the system, including Contracts. Users can create Activity Templates for projects that their company commonly performs and which require a similar set of tasks, regardless of the client.		An Activity Template is a template that contains a group of pre-programmed activities—such as Tasks, Appointments, or Tickets—that can be applied to different parts of the system, including Contracts. Users can create Activity Templates for projects that their company commonly performs and which require a similar set of tasks, regardless of the client.

	Each contract in the ~~Commit~~ system can be assigned a "Linked Activity Template." This template can be linked to a contract and applied whenever a user copies this contract to a new date range or creates a new contract based on the contract to which the template is assigned.		Each contract in the CommitCRM system can be assigned a "Linked Activity Template." This template can be linked to a contract and applied whenever a user copies this contract to a new date range or creates a new contract based on the contract to which the template is assigned.

	You can read more about about this in the Activity Templates user guide under the [[Activity Templates#Contract Linked Activity Templates\|Linked Activity Templates]] section.		You can read more about about this in the Activity Templates user guide under the [[Activity Templates#Contract Linked Activity Templates\|Linked Activity Templates]] section.
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	Contract-price Charges provide an easy-to-use and innovative way to ensure that clients get billed for the service contracts you have signed with them, whether they are recurring contracts or ad-hoc contracts/projects.		Contract-price Charges provide an easy-to-use and innovative way to ensure that clients get billed for the service contracts you have signed with them, whether they are recurring contracts or ad-hoc contracts/projects.

	Contract-price Charges are used to charge for an amount agreed upon in a contract. For example, let’s say you sign a 50-hour (block-of-time) contract with a customer for a price of $1,000. You can then create a Contract-price Charge to represent this amount ($1,000) in the ~~Commit~~ system. A Contract-price Charge only represents an amount listed for a contract—it does not represent a fee for specific work performed under a contract.		Contract-price Charges are used to charge for an amount agreed upon in a contract. For example, let’s say you sign a 50-hour (block-of-time) contract with a customer for a price of $1,000. You can then create a Contract-price Charge to represent this amount ($1,000) in the CommitCRM system. A Contract-price Charge only represents an amount listed for a contract—it does not represent a fee for specific work performed under a contract.

	Contract-price Charges work much like other charges in ~~Commit~~: they are included in reports; they can be defined as Billable; and they are included in invoices. However, since Contract-price Charges do not represent specific work, they do not affect the balance of a contract block.		Contract-price Charges work much like other charges in CommitCRM: they are included in reports; they can be defined as Billable; and they are included in invoices. However, since Contract-price Charges do not represent specific work, they do not affect the balance of a contract block.

	For further explanation, see the Introduction to Billing user guide, under [[Contracts#Contract-Price Charges\|Contract-Price Charges]].		For further explanation, see the Introduction to Billing user guide, under [[Contracts#Contract-Price Charges\|Contract-Price Charges]].
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	The invoice should be created in your accounting system.		The invoice should be created in your accounting system.

	If you use the Commit QuickBooks Link you can either create it directly in QuickBooks or create a labor charge in ~~Commit~~ which is based on units (not hours or it will reduce the block balance). Set the price for the charge and set its status to Billable.		If you use the Commit-QuickBooks Link you can either create it directly in QuickBooks or create a labor charge in CommitCRM which is based on units (not hours or it will reduce the block balance). Set the price for the charge and set its status to Billable.

	After the charge is entered for this contract you can generate a QuickBooks invoice for it from ~~Commit~~ using the 'QuickBooks' menu in the Contract window.		After the charge is entered for this contract you can generate a QuickBooks invoice for it from CommitCRM using the 'QuickBooks' menu in the Contract window.

	<u>Note:</u> To add a unit based labor charge you should use a unit based labor item.		<u>Note:</u> To add a unit based labor charge you should use a unit based labor item.
	You can learn more about the different labor types and pricing options supported by ~~Commit~~ by clicking here.		You can learn more about the different labor types and pricing options supported by CommitCRM by clicking here.