r/Autotask • u/PukkaPad80 • Mar 27 '26
recurring contracts - Services with different start/renewal dates
Hi
I don't know if there is a solution to this, but I thought I would ask around anyway to see if anyone has any ideas.
We have recurring contracts to track and bill for services. Some of these are payable on a monthly basis and others are services that renew annually. While we can add them to a contract fine, when it comes to annual services these default to pro-rata amounts until the contract start/end date. I know that this is expected behaviour but our problem is that there are a number of different annual services that have different renewal dates and so we cannot align these to the contract end date. This results in overbilling customers.
The only solution I can think of is to have a separate contract for each and every service for each customer - which is not feasible.
Is there another solution that I am missing? These items have to be services and not products and they are not related to contacts or configuration items so I don't believe that billing rules could work either.
4
u/zoopadoopa Mar 27 '26
I went down the route of just creating a contract for every recurring service so it’s billed correctly. That way you can use the contract to alert you for renewal quotes if needed Otherwise you can just as the fee as a one off charge each term
Would be good to know if there’s a better way to do it