How would you go about setting up a Contract for a special free service?

We have a service agreement (contract) that allows our customers to pay per month a fee (i.e. $49.99), and within the year they get two free diagnostic charges (Item charge $100; Item name Diagnostics) – how would you go about setting that up?


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For the monthly block you may create a monthly Block of Money Contract. This type of Contract assumes the billing for the block of time was already taken care of, and therefore all Charges that will be added to this contract will be set as "not billable', meaning they should not be billed to the customer. You can then copy this contract to the next period of time when the month ends. You can automatically copy many contracts at once to their next period of time.

As for the diagnostic service you may create a yearly Block of Tickets Contract (start-end dates of the Contract within a year) and set it to a limit of 2 Tickets. When you perform the Diagnostic service, you should open a new Ticket for this and use this Contract. Opening a Ticket for this Contract will reduce the number of remaining Tickets for this customer on this Contract. Note that you can set a default Item for each Contract, so when you add a new Charge for this Ticket and select this Contract in the Charge window, it will automatically select the "Diagnostic" Item to be used in this Charge

Eitan