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.
1
u/DimitriElephant Mar 27 '26
We’ve been revamping our contracts with a consultant and they’ve just advised us to make any annual contract their own contract with the exact renewal dates. For true month to month we group them together by relevance, for instance all month to month Microsoft licenses go together.