How to assign a Billing Plan to a Customer
Posted by Cameron Telfer, Last modified by Nick Collins on 06 October 2016 12:45 PM

With each agreement comes different demands from your customers. This article is useful in the case that you need to change a customer to a different Billing Plan. Monthly is the default and most popular basis to bill customers but any variation of weeks, months, years and even daily periods are possible. During the below process you will be assigning a billing plan to an Agreement.

Overview of steps:

  1. Navigate to: Opening Unit Agreement
  2. Assigning the Billing Plan

Step 1. Navigate to: Opening Unit Agreement

Open the agreement you wish to change/assign the Billing Plan for.

Step 2. Assigning the Billing Plan

  • Assign Billing Plan. Select the Billing Plan you want this agreement to be set to.

Billing plan dropdown

Important: the Reg Rent field will change to reflect the new billing plan and also the periods can be altered to multiply the billing period by the number entered here.

Step 3. Save

  • Select OK to save and close the agreement.
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