Uptick allows you to set up Billing Contracts for all of your Routine Services in one easy process during Property creation. In conjunction with Upticks flexible billing options, Property-specific Billing Contracts reduce your risk of failing to send out your invoices and missing the expected revenue.

Setting up your billing contracts

Note: Make sure you've setup your routines prior to creating a billing contract. Routines that are not present on the property will not be selectable when setting up the billing contract. Billing contract types (Fixed/Do and Charge) cannot be changed once set.

From a Property, select the Billing tab.
To create a new Billing Contract, click the + CREATE button in the upper-right corner of the Billing Contracts pane.
Fill out all the details on the next page to set up your contract. Click on the relevant heading below for instructions on how to set up Fixed billing/Do and Charge billing contracts respectively.
(Optional) If you want to instantly add all routines and their appropriate levels currently on the property, click Load routines from property.
(Make sure this is a single click, as clicking again will add them again and double up.)
Click Save billing contract to finish.

Fixed billing

Fixed billing contracts are used for when the contract involves all maintenance being charged as a flat fee across a given invoice interval throughout the year. Our Service Quoting only allows for quoting of the annual price, after which the actual billing period can then be configured when setting up the fixed contract on the property. Invoicing occurs from the Billing Contracts dashboard which is outlined further down the page under the Invoicing fixed billing heading.

Schedule
Name	Provide a name for the contract.
Billing Type	For fixed billing, select Fixed.
Recurrence	How often billing will occur for this contract.
Contract Start Date	The date at which the billing contract will begin. Once this date is set, no changes are necessary as billing recurrence, first invoice, and next invoice dates are adjusted accordingly.
First Invoice Date	This date will be compared to the Contract Start Date to determine if Contract Invoices will be invoice in Advance, Part-way through the month, or in arrears. Note: Where this contract has previously been invoiced from outside of Uptick the First Invoice Date* should reflect the date first invoice through any other system.*
Contract Finish Date	The date the contract becomes inactive once the final invoice is sent. It's recommended to leave this blank for the contract to continue indefinitely.
Upcoming Dates
Next Invoice Date	This field will appear once a First Invoice Date has been set. This is when the next invoice will be issued. Leave this field blank to default to the First Invoice Date. Note: Where this contract has previously been invoiced from outside of Uptick the Next Invoice Date should reflect the date for the first Uptick invoice.
Review Date	The date when the contract should be reviewed.
Price Increases
Price Increase Policy	Select from the following: No bulk price increases. Automatically, each year by a fixed percentage. Manually, by a percentage set at the time.
Date of Increase (automatic increases only)	The date at which the increased pricing will occur.
Percentage (%) Increase to Apply (automatic increases only)	The percentage by which the price will increase. Note: Values are limited to 2 decimal places.
Billing
Billing Card	Leave blank to inherit the Property's billing card, or search for a specific billing card that will apply to this contract.
Authorisation Limit	Set an authorisation limit for how much the technician can spend.
Authorisation Ref	Any relevant purchase/work order numbers.
Notes	Provide any internal notes regarding this contract. The size of this field automatically expands to the amount of text and has no character limit.
Contract Click Add line item* to create as many additional line items as needed.*
Visible Click Settings in the upper right corner of the page to enable.	Line items that you don't want appearing on the invoice can be unticked. All line items are visible by default.
Routine Service	Select the routines that will be included in this contract. Only one routine can be selected per line item.
Levels	Select the levels (i.e. Monthly, Quarterly, Annual) Multiple levels can be selected.
Product Must be a labour type product. If adding non-labour type products is important to your processes, contact our support team for assistance.	Select the product associated with maintenance charges. It is recommended that your product catalog has at least one maintenance product with a price and description set up as these details will pull through when selecting the appropriate product.
Description	Will automatically use the description of the product added but can be overridden. The size of this field automatically expands to the amount of text and has no character limit.
Price (Excludes tax)	Will automatically use the price of the product added but can be overridden. Annual will divide price across the year by the Recurrence. (i.e. $1200 Annual for a Monthly recurrence will charge $100 per month) Per invoice will set the charges according to the Recurrence.
Actions	Click X to remove the line item.

Do and Charge billing

Do and Charge billing contracts involve setting up the maintenance charges for either:

A charge for each asset serviced (per asset)
A charge to service all assets belonging to the same routine and level for a single fee (per visit)

When raising a service quote for a Do and Charge contract, the Unit Price reflects the per asset fee and the Site Price reflects the per-visit fee. When it comes to invoicing, the task will retrieve the per asset and/or per visit charges from the contract and populate the invoice on the task accordingly based on the performed service tasks. This will happen automatically upon invoice creation.

Schedule
Name	Provide a name for the contract.
Billing Type	For do and charge billing, select Do and Charge.
Contract Start Date	The date at which the billing contract will begin. Once this date is set, no changes are necessary.
Contract Finish Date	The date the contract becomes inactive once the final invoice is sent. It's recommended to leave this blank for the contract to continue indefinitely.
Upcoming Dates
Review Date	The date when the contract should be reviewed.
Price Increases
Price Increase Policy	Select from the following: No bulk price increases. Automatically, each year by a fixed percentage. Manually, by a percentage set at the time.
Date of Increase (automatic increases only)	The date at which the increased pricing will occur.
Percentage (%) Increase to Apply (automatic increases only)	The percentage by which the price will increase. Note: Values are limited to 2 decimal places.
Billing
Billing Card	Leave blank to use the Property's billing card, or search for a specific billing card that will apply to this contract.
Authorisation Limit	Set an authorisation limit for how much the technician can spend.
Authorisation Ref	Any relevant purchase/work order numbers.
Notes	Provide any internal notes regarding this contract.
Contract Click Add line item* to create as many additional line items as needed.*
Visible Click Settings in the upper right corner of the page to enable.	Line items that you don't want appearing on the invoice can be unticked. All line items are visible by default.
Routine Service	Select the routines that will be included in this contract. Only one routine can be selected per line item.
Levels	Select the levels (i.e. Monthly, Quarterly, Annual) Multiple levels can be selected.
Product Must be a labour type product. If adding non-labour type products is important to your processes, contact our support team for assistance.	Select the product associated with maintenance charges. It is recommended that your product catalog has at least one maintenance product with a price and description set up as these details will pull through when selecting the appropriate product.
Description	Will automatically use the description of the product added but can be changed. The size of this field automatically expands to the amount of text and has no character limit.
Price (Excludes tax)	Will automatically use the price of the product added but can be changed. Per visit applies a single charge on the task for all asset serviced applicable to the routine. Per Asset will apply a charge to each asset serviced
Actions	Click X to remove the line item.

Important Note for do and charge billing contracts: If some routines are linked to a billing contract and some are not, they will split up into seperate tasks when generated. If you don't want this to occur, ensure you've got all routines on the property on the billing contract, even with a $0 amount.

Our recommendations for products would look something like this:
Extinguisher Service - then put the description you'd like to come up on the invoice in the description field. It'll auto-populate moving forward.

Monthly Service, 6 Monthly Service, Annual Service - these can be used in fixed billing and do and charge contracts.

Invoicing Fixed billing

Head to the Billing Contracts page
(We recommend saving this as a favourite to your dashboard)
Select the billing contracts you'd like to send invoices for. You can use the filters to sort these.
Edit X number of Billing Contracts
Select Create and send invoices and click Apply Changes to (X) Billing Contracts.

The invoices will now be issued to the required emails and the system will auto-adjust the billing contract to the next due date. If you'd like to see what went out, head to Tasks > Dispatches.

Manually adjusting contract pricing

For contract price increases, if you selected Manually, by a percentage set at the time during the contract setup, these are the steps you can take to adjust prices for those contracts when required:

Head to the Billing Contracts page
(We recommend saving this as a favourite to your dashboard)
Select the billing contracts you'd like to send adjust pricing for. You can use the filters to sort these.
Edit X number of Billing Contracts
In the Scheduled Price Increase field enter the increase amount (as a percentage, limited to 2 decimal places) and click Apply Changes to (X) Billing Contracts.

The invoices will now be issued to the required emails and the system will auto-adjust the billing contract to the next due date. If you'd like to see what went out, head to Tasks > Dispatches.