Configure Your Contract for Auto-Billing

Auto-Billing at the Contract level allows you to choose the payment account and schedule for automatically billing for this contract. This article will discuss how to configure this feature.

To Locate Auto-Billing

Click the Billing link on the navigation bar of the Contract Edit window. Here, you will find the Auto-Billing section on the left-hand side of the window.

Here, you will see the Auto-Billing section:



Use the Payment Account drop-down menu to choose which payment account to charge.

Click the  button to edit the payment account or add a new one.

Use the Auto Bill Account drop-down menu to choose when you are going to charge or invoice this contract.

• Automatically Charge on Invoice Creation - Select this option if you would like the assigned payment account to be charged when the invoice is created.
• Automatically Charge on Due Date - Select this option if you would like the assigned payment account to be charged when the invoice is due.
• Do Not Invoice - Select this option if you do not want this contract to be invoiced. Selecting this option will prevent this contract's line items to display in Billable Line Items.