Copying Contract-price charges along with the contract provides you with the following benefits:
|•||Billing for recurring services: |
Let’s say you wish to automatically bill your customers for the fixed monthly service that includes a block of 5 hours each month. All you need to do is create the Contract-price Charge for this amount once. When you renew this contract by copying it to the next date range, the Contract-price Charge can also be copied to the new contract, and there is no need to worry about entering the charge each month.
|•||Creating standard service-plan contracts:|
Because Contract-price Charges are so flexible and easily copied, you can build predefined service-contract agreements and use them for contracts with new customers.
For example, you can offer different plans, such as a block of 10 hours of on-site support for $250 a month, or only 5 hours of remote support for $99 a month. When signing such an agreement with the customer, all you need to do is copy the contract and all details and Contract-price Charges can be copied to the new customer.
|•||Billing for MSP services: |
Users can create several Contract-price Charges for each contract. This allows great flexibility, particularly in monitoring MSP services, where devices might be added or removed on a regular basis.
Let's say a customer signs up for the following services:
24x7 server monitoring, for 5 servers
Patch management, firewall monitoring, and backup monitoring, for 50 PCs
You can add Contract-price Charges as follows:
1. Add a Contract-price Charge for the 5 servers.
2. Add another Contract-price Charge for the monitoring of the 50 PCs.
Now let's say that in the middle of a contract, the client asks you to monitor 10 more PCs. You can then update the Contract-price Charge with the additional 10 PCs. When you renew the contract, the most updated Contract-price Charge will be copied, and you will be automatically billing the customer with the most up-to-date agreement details.
|•||Billing for recurring hosted services:|
Once a hosted service is defined in the form of a Contract-price Charge, you can easily bill for it at the beginning of a new contract period. The Contract-price Charges can include all the hosted services and their price. For example:
2 X domain hosting @ 9$/domain
15 X hosted e-mail accounts @ $15/account
10 X Anti-spam and antivirus service e-mail accounts @ $9/account.
Using this method, you can easily see which services the contract includes and easily bill the customer accordingly.