I have one customer who periodically goes over their monthly alotment of hours. I want this time to be billable, but at the discounted rate that the contract provides. Is there a way for this to happen automatically or do i have to go back and find all ticket entry's that exceed the contract and manually handle them?
Announcement
Collapse
No announcement yet.
Block of hours contract questions
Collapse
X
-
n22383
- 10
Block of hours contract questions
-
lpopejoy
- 942
Re: Block of hours contract questions
Nothing seamless. Could you run a report on contracts that have overused their block of hours? ...and then once per month manually create a single charge for the overage amount?
-
Support Team
- 7558
Re: Block of hours contract questions
Thank you for posting this.
In addition to @lpopejoy suggestion - when adding the Charge the user is warned that block has already been used entirely - in that stage the user can mark the Charge as Billable.
As for discounted rates - those can be set using Custom Pricing for that Contract, so the rate for that billable charge will automatically be the discounted one.
Check our Wiki Over-used Hours article.
Hope this helps.
Comment
Comment