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Have a Master contract (I.e. MSA) with multiple billing types (I.e. Per Agent, Per Server, Per Network Device, Bulk Hours and T&M) under it. Start & Finish dates set per the MSA.

Right now, I have 5 contracts for a client to manage the MSA agreement I have signed with them.

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Daryl Dawes shared this idea  ·   ·  Report…  ·  Admin →
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  • Brandon Muncy commented  ·   ·  Report

    Yes, this is frustrating to have to create multiple contracts for each customer.

  • Tallis Newkirk commented  ·   ·  Report

    yes please!

    I have a client on a 5-year contract paid monthly. Each year they get 20 of service calls included (onsite/remote not differentiated). These hours need to be tracked and once exceeded the client pays per hour, but the rates differ for onsite and remote and are increased for after-hours onsite and remote.