WEBMINO Manual

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 Contract Billing Contract Tracking Pmt Request Tracking. Rental Console Quick Sales Search Mobile Invoicing Mobile Customers
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Billing Contracts

Contracts allow you to create a billing guide based on criteria of duration, billing intervals and special payment options. The purpose of a contract is to create invoices via CONTRACT INVOICING.
With a contract you can:
Create invoices at regular intervals.
Create invoices according to a billing schedule.
Send the created invoices directly by email.
Send PAYMENT ADVICES instead of creating invoices.

To create a contract, simply follow the same instructions as for creating an invoice except:

1) Specify a duration for the contract.
2) Optionally specify a specific frequency for billing.
- a specific billing day in the month
OR
- a monthly interval (eg: every 3 months) the system is in monthly billing by default.
OR
- choose dates in a billing schedule
OR
- specify a billing CODE to distinguish contracts (EG: PLAN-OR)

 

For payment options there are 3 options:

1) NONE: the system simply creates an invoice charged to the customer's account.

2) EMAIL INVOICE: the system simply creates an invoice charged to the customer's account and sends it immediately to the email specified in the contract.

3) PAYPAL NOTICE: the system sends a special email to the customer and places the information in a payment advice register.

In this case the invoice is only created at the time of online payment by the customer and is processed by a module in the online customer services.
The notification email contains a return link that activates a special function in this module according to the payment advice.
These services must be configured and activated to use this option.