Billing Plans

User Manuals | Billing | Billing Plans

Billing Plans are live billing templates, that can be assigned to Contracts and affect their billing aspects from a centralized place, saving you time and leaving much less room for errors.

You can create your own Billing Plans or pick predefined ones, to streamline Contract management and customer billing.

Billing Plans allow you to easily manage common contract types: MSP agreements, Software subscriptions, ‘All-you-can-eat’ arrangements, Help desk services, and more.

Usage example:

To better understand how the billing plans can be effectively used, see the following example:

Plan Sample: Billing Plan that covers only phone and remote support. It does not cover on-site work, nor any expenses or parts.

Customers under such a plan pay an agreed amount on a monthly basis and are billed for other not-covered services as follows:

• $100/hour for onsite support
• $15 travel fees

Defining your plan:

1. Create a Global Plan (see Billing Plan Types)
2. Plan Settings:
   1. Allow Labor Items.
   2. Do not allow Parts and Expense Items to be used.
   3. Set the contract’s Billable flag behavior for Labor Items to – Billable.
   4. Add two Labor Item exceptions for ‘Phone Support’ and ‘Remote Support’ and set their Billable flag to ‘Not Billable’ (i.e. covered).
      This way, parts and expense Items cannot be logged as Charges under the Contracts assigned to this Plan. The phone/remote support services will be covered while any other type of labor charges will be billed
      
      
3. Custom Pricing Example:
   Setting the Custom Pricing for the Plan is optional. By default the prices will be taken from the account settings.
   For cases where the services/products should be charged with specific prices, you can set the custom prices as explained in Setting up Custom Pricing article.
   For example, you can set the following rates:
   
   
4. Contract Price Structure:
   Select an item that represent the common price structure for Contracts added under this plan.
5. Creating a Contract by this Plan:
   Click New button in the Contracts window, select the ‘Phone and Remote Support Plan‘
   
   Or
   Go to Affected Contracts under the Plan and click New: