How to Create an Hourly Contract
Creating a contract for a specific customer is straightforward with the following steps:
Step 1: Navigate to the "Billing" section in the side navigation bar and select "Contract" from the list.
Step 2: In the Contract window that opens, click on "New Contract" to begin.
Step 3: A creation window will appear. Enter the following details:
Contract Name: Give your contract a descriptive name.
Contract Description: Provide a brief description of the contract.
Customer: Use the search bar to select the customer associated with this contract.
Contract Start/End Dates: Set the start and end dates for the contract.
Step 4: Under Contract Type, choose “Hourly” from the dropdown menu.
Step 5: In the Ticket section, select the default rate for different types of work:
Business Hours/Non-Business Hours: Set the default hourly rate.
You can allocate the hourly rate to different work roles such as Technician, NOC Engineer, Senior Technician, and others.
Step 6: Select the Work Type options (Remote, On-Site, Hybrid, Self Service, and Others) for each role as applicable.
Step 7: For Advanced Settings, you can configure the following:
Bill After Tickets and Tasks are Closed: This option ensures time entries are billed only after tasks are completed.
Bill Products and Bill Expenses: Select these options if you want to include products and expenses in the billing.
Step 8: Set preferences for Ticket, Project, or Activity to apply the default for each.
Once you've filled out all necessary fields and made your selections, click Save to create the contract.
How to Create a Fixed Contract
Creating a contract for a specific customer is straightforward with the following steps:
Step 1: Navigate to the "Billing" section in the side navigation bar and select "Contract" from the list.
Step 2: In the Contract window that opens, click on "New Contract" to begin.
Step 3: A creation window will appear. Enter the following details:
Contract Name: Provide a descriptive name for the contract.
Contract Description: Enter a brief description of the contract.
Customer: Use the search bar to select the customer associated with this contract.
Contract Start/End Dates: Set the start and end dates for the contract.
Step 4: Under Contract Type, select "Fixed Amount" from the dropdown menu. Then, enter the Fixed Amount in the appropriate field.
Step 5: A checkbox labeled "This is a Recurring Invoice" will appear. Enable this checkbox to create a recurring contract.
Upon selecting it, additional options will appear:
to specify the billing cycle’s start and end dates etc.
Step 6: There will be checkboxes for Tickets, Projects, and Activity. Select each one to set the default for the contract.
Step 7: For Advanced Settings, configure the following options:
Bill After Tickets and Tasks are Closed: Ensures that the time entries are billed only after tasks are completed.
Bill Products and Bill Expenses: Select these options if you want to include products and expenses in the billing.
Once you’ve filled out all necessary fields and made your selections, click Save to create the contract.
How to Create a Prepaid Hours Contract
Creating a contract for a specific customer is easy with the following steps:
Step 1: Navigate to the "Billing" section in the side navigation bar and select "Contract" from the list.
Step 2: In the Contract window that opens, click on "New Contract" to begin.
Step 3: A creation window will appear. Enter the following details:
Contract Name: Provide a descriptive name for the contract.
Contract Description: Enter a brief description of the contract.
Customer: Use the search bar to select the customer associated with this contract.
Contract Start/End Dates: Set the start and end dates for the contract.
Step 4: Under Contract Type, choose "Prepaid Hours" from the dropdown menu.
Step 5: In the Billing Settings section:
Period: Choose the billing period for the prepaid hours (e.g., monthly, quarterly).
Hourly Rate: Enter the hourly rate for the contract.
Balance Threshold Alert At: Set a percentage for when the contract balance reaches a specified threshold (e.g., 80%). This will alert you when you’re approaching the prepaid limit.
Total Amount: This will automatically calculate based on the entered hourly rate and the total prepaid hours.
Step 6: There are two billing methods:
Roll Over Unused Data to Next Billing Hours: If enabled, unused hours will roll over to the next billing cycle.
Switch to Hourly Rate When Total Hours Are Exhausted: If the prepaid hours are used up, the system will switch to the hourly rate for the remaining hours.
Step 7: For Advanced Settings, you can configure the following:
Incremental Billing Time: Choose whether to bill actual or incremental time. With Incremental Billing, you can set the rounding for time entries (e.g., round to the nearest 15 minutes).
Set a Minimum Time for Time Entries, Tickets, Projects, or Activities: This will define the minimum time required for each type of entry. For example, you can specify that ticket entries must be a minimum of 15 minutes.
Step 8: In Preferences for Moving Items to Ready to Bill (For Tickets and Tasks), you can select:
Bill After Tickets and Tasks are Closed: Ensures that time entries are billed only after tasks are completed.
Bill Products and Bill Expenses: Select these options if you want to include products and expenses in the billing.
Once you've filled out all necessary fields and made your selections, click Save to create the contract.
How to Create a Block Hours Contract
Creating a contract for a specific customer is simple with the following steps:
Step 1: Navigate to the "Billing" section in the side navigation bar and select "Contract" from the list.
Step 2: In the Contract window that opens, click on "New Contract" to begin.
Step 3: A creation window will appear. Enter the following details:
Contract Name: Provide a descriptive name for the contract.
Contract Description: Enter a brief description of the contract.
Customer: Use the search bar to select the customer associated with this contract.
Contract Start/End Dates: Set the start and end dates for the contract.
Step 4: Under Contract Type, choose "Block Hours" from the dropdown menu.
Step 5: In the Billing Settings section:
Block Size: Enter the size of each block in minutes (e.g., 5 minutes).
Rate Per Block: Set the rate to charge per block (e.g., $35 per block).
Blocks: Enter the total number of blocks for this contract (e.g., 100 blocks).
Balance Threshold Alert At: Set a percentage (e.g., 80%) to alert when the block balance reaches the threshold.
Total Amount: This will automatically calculate based on the block size, rate per block, and total blocks.
Step 6: You can choose to enable Switch to Hourly Rate When Total Hours Are Exhausted, which will switch to the hourly rate once all the blocks are consumed.
Step 7: For Advanced Settings, configure the following:
This is a Recurring Invoice: Enable this option to set the contract as recurring. You can define the period for generating the invoice and when the invoice should end.
Generate Invoice Before: Set how many blocks before the end date you want to generate the invoice.
How Should Invoices Be Handled When the End Date is Reached?
Choose whether no further invoices are required, or whether a final invoice should be generated on the end date or next billing cycle.How Should Invoices Be Handled When Generated?
You can choose to save the invoice as a draft, or save and send or sync it automatically.
Step 8: In Preferences for Billing (For Tickets and Tasks), you can select:
Bill After Tickets and Tasks are Closed: Ensures that time entries are billed only after tasks are completed.
Bill Products and Bill Expenses: Select these options if you want to include products and expenses in the billing.
Once you've filled out all necessary fields and made your selections, click Save to create the contract.