Setup
You will need the following permission in your security group:
Can view property list page.
Can view property.
Can create and update properties.
Can view invoices and credit notes.
Can create and update billing contracts.
Click here to learn about permissions and security groups.
Overview of Billing Contracts in Uptick
In Uptick, billing contracts are essential for managing client invoicing and task allocations. Each property requires its own dedicated billing contract, even if multiple properties have the same billing terms. This individualization ensures accurate tracking, invoicing, and reporting for each property. If you manage multiple properties under identical billing terms, you can expedite the setup process by creating a billing contract for one property and copying it to others in bulk. However, each property will still require a distinct contract assignment.
How to create billing contracts
For a Single Property:
Navigate to the relevant Property:
Go to Customer Data > Properties and select the desired property.
Open the Billing Tab:
Locate the Billing contracts section.
Create a Billing Contract:
Click + Create, then configure the following details based on the billing type:
Fixed Billing Contract: Use this for recurring flat-fee maintenance. Specify the recurrence interval, contract start date, and first invoice date.
Do & Charge Billing Contract: Use this for per-asset or per-visit charges. Set this as the billing type and choose a start date.
Save and Confirm:
Finalize the setup and ensure all data fields are correctly populated.
Bulk Setup for Multiple Properties:
Create the initial contract for one property.
Copy the billing contract to others from the properties page.
Ensure each property gets its own contract setup for consistent individual reporting and invoicing.
How to deactivate billing contracts
1. Navigate to Billing > Billing contracts and add Do&Charge value in the Type filter (otherwise, only Fixed billing contracts are displayed). Then select the relevant contracts and click Edit [X] Billing contracts.
1. Navigate to Billing > Billing contracts and add Do&Charge value in the Type filter (otherwise, only Fixed billing contracts are displayed). Then select the relevant contracts and click Edit [X] Billing contracts.
2. Select Make Inactive in the Bulk Process Options dropdown and click Apply Changes.
2. Select Make Inactive in the Bulk Process Options dropdown and click Apply Changes.
How to increase billing contracts prices in bulk
1. Navigate to Billing > Billing contracts and add Do&Charge value in the Type filter (otherwise, only Fixed billing contracts are displayed). Then select the relevant contracts and click Edit [X] Billing contracts.
1. Navigate to Billing > Billing contracts and add Do&Charge value in the Type filter (otherwise, only Fixed billing contracts are displayed). Then select the relevant contracts and click Edit [X] Billing contracts.
2. Enter the percentage to increase the selected contracts by in the Enter percentage to be applied (%) field under Scheduled Price Increase (provide "10.52" for 10.52% increase). Then click Apply Changes.
2. Enter the percentage to increase the selected contracts by in the Enter percentage to be applied (%) field under Scheduled Price Increase (provide "10.52" for 10.52% increase). Then click Apply Changes.
When processed, the Last Price Increase Percent column will be updated with the date and percentage of the last increase.
How to copy billing contracts from one property to another
Billing contracts can ONLY be copied to properties without active billing contracts.
1. Navigate to Customer Data > Properties, add filter Has Active Billing Contracts and set it to No, select the properties to copy a billing contract to and click Edit [X] Properties.
1. Navigate to Customer Data > Properties, add filter Has Active Billing Contracts and set it to No, select the properties to copy a billing contract to and click Edit [X] Properties.
2. Expand the Advance section, select the property in Copy Billing Contracts from Property field and click Apply changes.
2. Expand the Advance section, select the property in Copy Billing Contracts from Property field and click Apply changes.
FAQs on Billing Contract Management
Can I share a billing contract across multiple properties?
No, even with identical terms, each property requires its own billing contract to ensure accurate invoicing and service tracking.
How are invoices consolidated for clients with multiple properties?
Though each property has its billing contract and generates individual invoices, these can be collectively presented to the client if needed.
Recommended steps
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