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:
Create a Global Plan