Set up invoicing by the number of cases

1. By using the Non-stock items (IN202000) window, create a non-stock item. Specify the item’s unit of measure and price, and fill in other details at your discretion. For details, see: About non-stock item support.

2. In the Contract items (CT201000) window, create a contract item. In the Recurring item field, specify the non-stock item created in Step 1 as the one provisioned recurrently. Also, specify the recurring and extra usage price of this item. Fill in other required parameters (and any optional ones) at your discretion. For details, see: Configure a contract item.

3. By using the Contract templates (CT202000) window, create an active contract template with scheduled invoicing. Add the contract item created in Step 2 to the contract template, and in the Case count item field, specify the non-stock item you created in Step 1. For details, see: Configure a contract template.

4. Initiate the contract in the way that suits your needs; now you can proceed with the contract fulfilment. For more information, see: About contract setup and activation.

5. As needed, enter contract usage in the following way:

   • Directly for the non-stock item you have configured, by using the Contract usage (CT303000) window. For details, see: Enter contract usage.

6. Invoice the contract according to its schedule. For more information, see: About contract invoicing.

Related pages

Concepts

• Manage contracts - overview
• About usage-based contracts
• Contract examples - overview

Tasks

• Set up per-activity invoicing
• Set up per-case invoicing
• Configure a contract item
• Create a deposit contract item
• Configure a retainer contract

Windows

• Contract items (CT201000)
• Non-stock items (IN202000)
• Contract usage (CT303000)