Our client is interested in using a 28 day billing period for a few of their service contracts. Is there any way to set that up in Field Service?
Best answer by Anacarina Calvo
View originalOur client is interested in using a 28 day billing period for a few of their service contracts. Is there any way to set that up in Field Service?
Best answer by Anacarina Calvo
View originalWhat are you expecting to be included on the invoice generated from the service contract?
It would be a flat amount every period. The invoice will not include additional services.
HI
It seems the closest you can get to that would be a specific day of the month. Grouping by Time Frame is the option.
On the service contracts, the billing types of End Period Plus, Beginning Period Fixed and Beginning Period Plus, only allows to set a billing period of Monthly; they do not allow to set custom number of days as billing period.
Instead, what you can do is create the Service contract with Billing Type At Time of Service and create a schedule that will handle the bills. Here is the setup to consider:
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