Hi,
we've been using CommitCRM for around 4 years now but suspect we don't have it setup right. As we're growing the manual processes of time tracking and billing are killing us.
We have 3 types of contract really:
1. Monthly rolling, fixed price, unlimited support. These customers will have project work too which we bill for.
2. Block of hours.
In the main this is working ok but we are struggling in 2 areas:
1. I need to review everything before we bill or decide that each charge goes to the report for the client or gets deducted from the block. Just now we print a report and I manually update this, then the admin person updates CommitCRM, changing time our engineers have added if I feel it is not enough or too much. I feel there must be a better way here?
2. The contact customers often get work done that falls outside their contract. This work is billable in my terminology. They will get their monthly bill and they will get a bill for this specific task which wasn’t included. Just now CommitCRM makes all the charges “billable” on these contracts but we don’t really bill for these – they are included. I’m struggling a bit with concept here and have read a lot of the online documentation.
Should we have another “contract” for that customer and set that charge to that contract? Or should that charge go to the Global System Contract and at end of each month we just run a report for everything in that and bill all of those?
Any pointers appreciated here.
Brian.
we've been using CommitCRM for around 4 years now but suspect we don't have it setup right. As we're growing the manual processes of time tracking and billing are killing us.
We have 3 types of contract really:
1. Monthly rolling, fixed price, unlimited support. These customers will have project work too which we bill for.
2. Block of hours.
In the main this is working ok but we are struggling in 2 areas:
1. I need to review everything before we bill or decide that each charge goes to the report for the client or gets deducted from the block. Just now we print a report and I manually update this, then the admin person updates CommitCRM, changing time our engineers have added if I feel it is not enough or too much. I feel there must be a better way here?
2. The contact customers often get work done that falls outside their contract. This work is billable in my terminology. They will get their monthly bill and they will get a bill for this specific task which wasn’t included. Just now CommitCRM makes all the charges “billable” on these contracts but we don’t really bill for these – they are included. I’m struggling a bit with concept here and have read a lot of the online documentation.
Should we have another “contract” for that customer and set that charge to that contract? Or should that charge go to the Global System Contract and at end of each month we just run a report for everything in that and bill all of those?
Any pointers appreciated here.
Brian.
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