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Customer contract : Free item and suspended billing for item

  • 26 October 2023
  • 2 replies
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Userlevel 4
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Hi,

I have a use case where in a customer contract we have many installed item and we would like  :


1/ To suspend the billing for one of the items because the item is broken or out of order 

Do you know a way to suspend the  billing process only for one item (OOS) of a customer contract ?

 

2/ To have a free period for an item under contract. The contract is active, but for one line (OOS)  of the contract we don’t run the billing process or we consider that the price for the item is 0.
I’m not sure that only adjusting the price of the item to 0 and then set the “normal” price could be a solution and if we could define aslo the start / end date for this free period.

Thanks and Regards

anthony

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Best answer by Phil Seifert 27 October 2023, 13:31

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Userlevel 7
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Hi Anthony,

For the first question, do you mean by suspending that you may want to resume billing again at some point thus just skipping some coverage time for billing?  Example, contract is from Jan through Dec and you think you need to not bill for the line in June for some reason but may get the situation sorted to start billing again in July?

There is not a direct option to avoid billing in a single month via the application in this manner but what you could do is shorten the contract line to the day prior to when you want to stop billing and then make a new contract line for the day you want to resume billing.  Of course, you would need to calculate the value of the new contract line manually to use this for the line pricing which the contract would have to be to work this way.

For the second question,  there is not really an option to have a zero price for just a part of the contract line.  You would have to split it into two contract lines, one having a zero price and the other having the value of the remaining months you wish to charge.

If this were to be for all contract lines, you could do it this way for example if you have a contract which normally is 12 months at 100 per month per line.  But you only want to charge the customer 1000 total for 10 months and no billing the first two months.  Set the line price to 1000 but in the Billing page the first invoice date to start billing at a later date.

However this option affects the whole contract and not just a specific contract line which is not quite what you are asking.

 

Long story short, the application does not have functional where you can manage billing like this on a single contract line level.  Even if you use the Price Adjustment functionality, it will split the current contract line into two contract lines with the recalculated pricing.

Userlevel 4
Badge +11

Hi @Phil Seifert 

Thanks for your explanation. 
I will see the best way, it’s quite complex because not all the lines (OOS) for suspension or free period are concerned in the contract.

 

anthony

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