Service Agreement Billing Schedule

[roushk]

I haven't seen this asked so I apologize if it was; I have a handful of customers whose agreement needs to be billed quarterly.   When setting up an agreement the only options are time of service, upfront, or monthly.  How can I bill these quarterly?

[esmith · Accepted solution]

Hi @roushk and @krista-gac,

The limited billing schedule options that you are seeing are based on the agreement's duration. For example, the screenshot below shows the billing schedule options available when an agreement has a 12-month duration:

If I change the agreement duration to 13-months, for example, the billing schedule options are more limited:

In order to use a quarterly billing schedule, the agreement duration must be divisible by 12.

Please let me know what follow up questions you have here, and happy to help with your specific cases offline too

[krista-gac]

We have the same, was going to ask this as well.