Step by step
- Open the contract and click the Charges tab.
- Choose the Type (Rental, Service, Lease / finance, Software / licence, Other).
- Write a Description (e.g. PaperCut licence) and choose For: the whole contract or one machine.
- Enter the amount per period and, if needed, From (optional) and Until (optional) dates.
- Press Add charge. Change the amount or untick Charging on a charge to pause it; Remove deletes it.
Part periods
With Part periods pro rata on (tab Details & terms), a charge that starts or stops inside a billing period is charged for those days only, e.g. 15 of 31 days.
Works together with
- Contract terms: part periods, minimum, pools, invoicing, renewalSet how the contract is billed: part periods pro rata, a minimum copy charge, pooled free copies, who pays and on which invoice, automatic renewal and notice, and a yearly price increase.
- The contract pageEverything about one contract, in tabs: machines and copy prices, charges, details and terms (price increase, cancel, delete), billing and jobs, and documents.
- Contract billingEach period: calculate a run for the dates, fix flagged lines, finalise, then create the invoices. The same dates can never be billed twice.