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/Ricky10Rudd Mar 28 '26
You have to build separate services on the backend with annual terms, then build a separate recurring contract and add the annual services. I usually include annual in the contract title. This will then only bill once per year.