Ended contracts move to your billable Bill Code: written steps

Who does this: Billing and service administrators

When a contract ends, toner and service for its machines should be billed at your normal rates.

This training covers

1. Choosing the bill code for ended contracts
2. Ending a contract
3. What changes on its machines

Before you start

• It's optional: tick Use When a Contract Ends on one bill code.
• The change happens when the contract is terminated.
• Each change is noted in the chatter.

Ended contracts move to your billable Bill Code

1. Settings > Bill Codes.
2. Open Billable.
3. Tick Use When a Contract Ends and save.
4. On the contract, click Terminate Contract.
5. Termination date and reason, then confirm.
6. The chatter notes the bill code change.
7. The machine's Bill Code is Billable.

What you just did

• Ticked Use When a Contract Ends on a bill code
• Terminated a contract
• Saw its machines move to Billable

That's ended contracts move to your billable Bill Code. Next up, Chapter 9: contract invoices and card payments.