Billing Rules (Formerly Billing Plan Combinations)
In this guide we will cover: – How to set up billing rules – Worked example – Checkboxes "User must be covered by the Agreement" and "Asset must be covered by the Agreement" – Checkbox "Allow other Customers Agreement's to be chosen" – Checking to see if the action was covered by the Agreements Hours […]
Bulk Applying Billing Templates
In this guide we will cover: – What are Billing Templates? – How to Bulk Apply Billing Templates to Customers Related Guides: Billing Templates What are Billing Templates? Billing Templates are used to easily apply a set of billing rules to multiple customers. If you have multiple customers that follow the same billing rules a […]
Billing – Agreement Multiplier
In this guide we will cover: – What an agreement multiplier does – Setting them against a charge type – A worked example of the agreement consuming double the amount of time The agreement multiplier allows you to specify whether more hours get deducted from a customer's agreement hours depending on the charge type that […]