Contract Billing
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      Auto-Renewing Line Items

      For Delivery Date and Issue-Based product types, you can enable auto-renewing line items. This feature allows users to build a proposal with a single line item that will then automatically renew based on specified criteria. 

      Follow these links to learn more about the Auto-Renewal Process:

      Additional Auto-Renewal Information

      • Payment Plans are not supported with this feature, so you will need to establish the billing when building the contract.
        • You can set the contract to bill regularly i.e., they will receive an invoice and then pay.
        • You can set the contract to charge the credit card on file on Invoice Due Date or on Invoice Creation Date.
          • NOTE: It is recommended that you add verbiage in your Contract Terms about the auto-renewing line items
      • Once you convert this proposal to a contract, the system will add any auto-renewing line items that fall within the Lead Time you setup
      • When the line items are added, there is no notification sent out, but those line items will appear throughout the system/reports i.e., Line Items Report and Billable Line Items

        Canceling Auto-Renewing Line Items

      • If at any point you want to discontinue the auto-renewal (prior to the date you inputted on the pop-up and prior to invoicing the original line item), you can edit the contract and click on the Auto-Renewal button, which will provide you with an option to cancel the renewal.
      • You can also cancel both the parent line item and the child-line item as you normally would, by going to the contract and selecting the Cancel Item button on the contract details panel.
        • If you cancel the parent item, it will discontinue the auto-renewing line items moving forward, but it will not cancel any child line items that have already been added
        • If you cancel one of the child line items, it will not impact any other line items and will not discontinue the auto-renewing line items.