In this lesson we will cover:
– An Example agreement set up for a customer who has a pay as you go agreement
This is an example of the setup required for a Pay As You Go (or break-fix) customer. In this example the client will be charged per hour for labour on charge rates with a charge per hour on tickets they have logged, or the service desk have logged on their behalf.
Fig 1. Billing Rule setup
Using the above billing rule all billable time will be unmatched, and therefore be logged to "Pay as you go". This means that all time logged against chargeable charge rates will be billed against the client.
Fig 2. Charge rate config (Configuration > Billing > Charge Rates)
Fig 3. Chargeable action
Once the action has been logged, and the ticket is closed and reviewed (if this is required based on billing general settings for "Ticket Review Processing" and "Billing on Open Actions"). If all requirements are met you will be able to see the billable time in the ready for invoicing screen under labour (navigation menu *Click into Invoices Area* > *Click into Ready for Invoicing*).
Fig 4. PAYG Time Ready for Invoicing
From the above location you can generate the invoice and bill the client for time.
