Changing Standard Billing Frequency to Custom Billing Frequency
- Clone your Quote/Proposal.
- Click Configure Products.
- From the cart page, click Installed Products.
- Select your asset and click .
- Enter Change Date as 01 Apr 2019 .
- Finalize your cart.
- From the Quote/Proposal page, click New Billing Plan.
- Select your line item and click Next.
-
Enter the following details for the Billing Plan:
- Plan Type: Full Term
- Billing Method: Split Evenly
- Number of Installments: 3
- Enter Ready for Invoice Date and click Finish.
- Accept your Quote/Proposal.
Billing Schedules BS4 to BS12 are Cancelled.
3 new Billing Schedules are created and the remaining Fee Amount of $600 is equally disturbed as:
|
Schedule |
Period Start |
Period End |
Status |
Fee Amount |
|---|---|---|---|---|
|
BS13 |
01 Apr 2019 |
31 Dec 2019 |
Pending Billing |
$200.00 |
|
BS14 |
01 Apr 2019 |
31 Dec 2019 |
Pending Billing |
$200.00 |
|
BS15 |
01 Apr 2019 |
31 Dec 2019 |
Pending Billing |
$200.00 |