Service Plan Configuration

Configure each invoicing component of the Service Plan. Once satisfied, click Save Service to save and apply your changes.

The following tables give an indication of both the common and specific options available for the Service Types.

 

Common Options

Service Type

Select the invoice rate type to apply to the plan.

Service Info

Plan Name

Enter a name for the Service Plan.

Please note that depending on the Service Plan Description, the Plan Name may appear in the invoice.

Contract Start Date

Choose when the contract for the Service Plan comes into effect.

Contract does not expire

Check this box where this contract does not have an end date.

Contract duration

Enter the number of months if the Service Plan contract is for a specific length of time.

Status

Enable Active to enable the Service Plan for the program and choose whether to include this as a Default Service Plan.

Billing

The available billing options depend on the selected Service Type.

Please refer to the Service Type Specific Options table below for additional information.

Invoicing

Service Plan Description

Enter the text to display in the invoice for this Service Plan.

Where the description field is blank, the invoice displays the Service Plan's Plan Name.

Invoice options: Create detailed invoices

Checked: invoices show detailed line items for each ticket and time entry.

Unchecked: invoices only show the Service Plan and totals.

 

Service Types

Flat Fee
Billing
Billing Period Choose the billing frequency for the service plan.
Unit Price Enter the per-unit amount charged for each billing period.
Quantity The Number of Items to invoice for. Enter the quantity or Use Asset Count.
Total amount to invoice for this Service Plan over the billing period is Quantity x Unit Price.
Rates
Additional Rates

Create any extra rates that are available for this Service plan.

Please Note: Additional Rates must be configured before they are available for selection.
Add a New Rate Enter the New Rate Name and New Rate.
Money Retainer
Billing
Retainer Period Choose the billing frequency for the service plan.
Period Grouping For a smoothing or rollover effect, you can group periods together.
Retainer Amount Contracted amount for the retainer period.
Rates
Default Rates Default hourly rate charged for this Service Plan.
Additional Rates

Additional hourly rates you can charge for this Service Plan.

Create any extra rates that are available for this Service Plan.

Please note, Additional Rates must be configured before they are available for selection.
Add a New Rate Enter the New Rate Name and New Rate.
Hourly
Billing
Billing Period Choose the billing frequency for the Service Plan.
Rates
Default Rates Default hourly rate charged for this Service Plan.
Additional Rates

Additional hourly rates you can charge for this Service Plan.

Create any extra rates that are available for this Service Plan.

Please note, Additional Rates must be configured before they are available for selection.
Add a New Rate Enter the New Rate Name and New Rate.
Hour Retainer
Billing
Retainer Period Choose the billing frequency for the Service Plan.
Retainer Amount Contracted amount for the Retainer Period.
Retainer Hours Contracted number of hours for the Retainer Period.
Rates
Base Rate

Hourly base rate charged for the Service Plan.

Calculated from the Retainer Amount and Retainer Hours specified in the above Billing section.
Overage Rate Hourly rate applied for work carried out over the Retainer Hours for the billing period.
Project
Billing
Project Estimate Total estimated cost of the project.
Estimated Hours Projected number of hours the project will take to complete.
Bill for Opt to bill for the Actual Hours or Project Estimate.
Rates
Default Rates When Actual Hours is selected, this is the default hourly rate charged for this Service Plan.
Additional Rates

Additional hourly rates you can charge for this Service Plan.

Create any extra rates that are available for this Service Plan.

Please note, Additional Rates must be configured before they are available for selection.
Add a New Rate Enter the New Rate Name and New Rate.