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.
How to deactivate billing contracts
1. Navigate to Billing > Billing contracts and add Do&Charge value in the Type filter. 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. 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. 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. 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). The 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). The 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.
Recommended steps
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