Manage Contracts and Billing
Contracts and Billing - Introduction
You can create billing contracts based on flexible support plans and charge your customers accordingly. Contracts are managed under Contracts module. You can also manage contacts from the accounts details page. You can manage contract bills and ...
Time Entries
You can manage all time entries of requests and tasks under time entries list view. To access it, go to Billing>>Time Entries. By default, time entries across accounts are listed. To view entries of specific accounts, click Specific ...
Mark as main bill
This option allows you to replace the existing bill with a new one. To mark a bill as the main bill: Go to the Billing tab and then click Regenerate Bill against the desired bill. In the bill details page, click Mark as main bill button. You can ...
Regenerating Bills
You can regenerate a bill and perform various actions from Billing module. To regenerate a bill, go to the Billing tab and then click Regenerate Bill against the desired bill. To print a regenerated bill, click Print Preview on the top-right corner. ...
View or edit bills
You can perform various bill-related action from the bill list view. To access it, click the Billing tab on the header pane. To view the details of a bill, click edit icon against the desired bill. To edit the bill, click the edit icon beside ...
Generating bills
Bills are automatically generated at the end of the bill cycle of the respective contracts. You can access all bills against all accounts in Billing module. To generate bills manually: 1. Go to the Billing tab and then click Generate Bill. 2. Now, ...
Top up, Renew or Terminate contracts
You can top up (for prepaid support plans), renew or terminate contracts from the respective contract details page. To access it, go to the Contracts tab and then click the desired contract name. To top up a prepaid contract, click Top Up. Select ...
View, edit, or print contracts
You can perform various contract-related actions from the contract list view. To access it, click the Contracts tab on the header pane. To view the details of a particular contract, click the desired contract name. To edit a contract, click the ...
Add new contract
To add a new contract: 1. Go to the Contracts tab and then click Add New Contract. 2. In the form that appears, fill in the necessary contract details as required. The default contract fields are as follows. Field Name Description Account Select ...