Why is a bulk price increase not working for some billing contracts?
A bulk price increase will only apply if the Price Increase Policy on the billing contract is set to Manually, by a percentage set at the time.
Why are billing contracts stuck in processing?
There are multiple reasons why billing contracts may remain in Processing status:
If contracts remain stuck
Invoice number conflict: Creating a new invoice while billing contracts are processing can cause a number conflict and result in a timeout. Avoid raising invoices until all billing contracts have finished processing.
Incorrect contract selection: If a Do & Charge contract is accidentally selected together with a Fixed contract for Bulk processing on the Billing Contracts page, it may cause issues. Do&Charge contracts are invoiced via the I&T tasks where the servicing is performed.
If contracts remain in processing for an extended period of time, contact Uptick Support at [email protected].
What does "All" mean when selected on the billing contract line item?
Selecting All means every routine on the property is covered by the line item, inheriting the same pricing. This is NOT recommended because:
No seperate pricing for routines and levels at the property. No exceptions can be made—every routine follows the same rate.
No seperate account codes for routines and levels as all are linked with a single labour rate.
Makes revenue forecasting more difficult, as reports are grouped by labour rates rather than routines.
How to change the type of a billing contract?
The Billing type (Fixed or Do & Charge) CANNOT be changed after creation. Deactivate the existing billing contract and create a new one with the correct type selected.
How long does it take for Price Increase Policy on the contract to be updated?
Any updates made to the price increase settings for billing contracts can take up to 24 hours to take effect.
How to notify clients about a price increase?
Notifying of price increase must be done outside of the workspace, but navigate to Billing > Billing Contracts and click Download Billing contracts in the Download dropdown to download CSV file containing primary contact details, client billing requirements, as well as last and next price increase details.
If multiple contracts exist on a property, how can routine servicing (I&T) tasks be invoiced correctly?
If routines are linked to different billing contracts, Uptick will split them into separate I&T tasks when routines are generated to ensure they can be invoiced correctly.
For example, if one property has three billing contracts — "Lights Fixed", "Extinguishers Do & Charge", and "Fire Panel and Alarms Fixed" — and the relevant routines are assigned to each contract. Then generating the four routines Emergency Lights, Extinguishers, Fire Panel, and Smoke Alarms at the same time for the same month would result in three separate routine tasks being created, assuming no other task-splitting conditions apply. This is because routines on the same billing contract can group together, while routines on different contracts are split for billing accuracy.
The invoicing method for each generated task then depends on the billing contract type. Routines linked to a Fixed billing contract are invoiced through the Billing Contracts page, not from the routine task itself. Routines linked to a Do & Charge billing contract are invoiced directly from the task.
Why does the period on a fixed billing contract's invoice not match the invoice date?
The period shown in the task name and on the invoice is calculated purely from Contract Start Date and Recurrence. First Invoice Date only controls when the invoice is sent; it has no effect on which period the invoice is for.
Billing mode | Contract Start Date vs. First Invoice Date | Example (recurrence - monthly) |
In advance | Contract Start Date is the same or after the First invoice date | Contract Start Date is 1 May, First Invoice Date is 28 April. The invoice should be created on 28 April covering the period 1 May - 31 May |
Part-way through (mid-period) | Contract Start Date is before First invoice date | Contract Start Date is 15 May, First Invoice Date is 1 May.
The invoice should be created on 1 May covering the period 15 May - 14 Jun |
In arrears | First invoice date is same or later than the end of the billing period (Contract Start Date plus 1 reoccurence) | Contract Start Date is 1 Apr, First Invoice Date is 1 May.
The invoice should be created on 1 May covering the period 1 Apr - 30 Apr |
To change what period is covered when you process the fixed billing contracts, amend the Contract Start date and Recurrence.