Charge the contract

Why charge the contracts only from contract module?

All contractual services should be charged only from module Contracts. By charging the contract services and create the invoices for them from the contract module, will gather the information from the exact contract and prepare the invoice for you. Also, in this way there is a connection between the contract and it's invoices.

Don't charge contract services direct from the Billing. Such invoices will not impact correctly to the specific contract and the status of the contract will remain unchanged.

To charge a contract from the contract module, follow this step-by-step guide:

How to charge a contract?

From the contracts list, choose the contract you wish to charge. Alternatively, you can look up the contract in the search bar at the top of the screen, or you can apply filters to the contracts' list.
Click the Action button to open the contract menu
Choose the "Charge this contract" option from the menu
You can choose to charge a contract based on an existing contract extension quote, or charge it without an existing quote
A window will pop up and you will be asked to enter the data on the charging period. Note that you can enter the duration manually, or you can choose from a preexisting list of values (e.g. until the end of the calendar year, until April 1 etc.).
If you wish to charge the contract with recurring invoicing, select Monthly/quarterly recurring plan in the lower half of this window. For the next few steps, you will be asked to enter information for the charging process, such as the due date of the invoice, discounts etc.
Finally, in the third step of the charging process, you will be shown the contract preview, after which you can conclude the charging process.
In the last step, you will be provided with the option of immediately paying the contract invoice, or you can simply select Done and carry out the payment at some later time.

Useful hint

If you wish to charge a fixed-term contract (one that has a set end-date) past its fixed end date, go to step 3. above and set the date that you wish to extend the contract to. A warning message will pop up, but we can ignore it and continue the process.

Charging a contract using a recurring plan

If you wish to charge a contract using a recurring plan, follow the above procedure until step 5., where you should choose 'One billing year in advance'. Alternatively, you can select a period manually, but make sure that the period has a full number of months/quarters and no surplus days (i.e. 4 months is good, but 4 months and 2 days is not), otherwise the application will not let you charge the contract using recurring payments.

In the bottom part of the window, the option to select a billing plan will be available, and you should choose Monthly/quarterly recurring plan.

Click Next, and you will be taken to the recurring invoice form, which you can read about in the Recurring module.

On this page: