Every screen and control named on this page is checked against the product at build time. If a name here does not match your screen, your workspace is on an older release.

Set up the shapes you sell on a repeat

A plan is a commercial shape rather than a customer: how often it bills, and what it lists at. Who is on it is the contract’s business, so one plan can carry a hundred agreements.

You need

• accounting.recurring-plans.read
• accounting.recurring-plans.create
• accounting.recurring-plans.update

Steps

1. Open Recurring plans and press New plan. Give it a Code and a Name — the code is what you will pick it out by when you put a customer on it.
2. Set Billing. Repeats bills again and again; One-off bills once — a setup, an implementation — and is asked for no period length at all.
3. For a repeating shape, type Months per period: 1 is monthly, 12 is yearly, 36 is every three years. You type the number rather than pick it from a list, because an agreement of three or five years is as ordinary here as a monthly one.
4. Leave List price alone until somebody has agreed one. Leave blank until a price is agreed. A blank price is shown as "Price on application", never as zero.
5. Pick the Tax rate this shape is sold under. The rate itself is worked out and frozen on each invoice as it is raised, so a change next year cannot restate this year.
6. When you stop selling a shape, open it and press Archive. No new contract can start on it after that, and the agreements already running on it are untouched.

Nothing on this screen bills anybody. A plan becomes money on Recurring contracts, where a person raises each period by hand — the product runs nothing overnight on your customers.

Related

• Put a customer on a plan and bill each period
• Raise a customer invoice and issue it
• Add a customer you can invoice