SM Work Schedule Billings Form

Use the SM Work Schedule Billings form to set up billing schedules manually for Agreement services that are flagged for period pricing and separate billing.

Access this form by double-clicking in the Billing Schedule grid of SM Service.

Note: You can also set up billing schedules directly in the Billing Schedule grid.

You can set up a single billing sequence for the total service price or set up multiple billing sequences with equal or varying amounts. For example, if you bill once a year, you will need to set up one billing sequence for each year the service is performed, based on the agreement term (e.g., if the agreement term is 2 years, you would set up two billing sequences).

The system uses the billing schedule during the periodic billing process to determine which services defined for the work schedule are due for billing, as well as the amount to bill.

You can modify the remaining amount to bill for a periodic service (billed separately) without affecting the agreement service price. For example, you might set up an agreement service for $1500, but want to provide a $200 discount the first year. Using the Billing Schedule tab in SM Service, you can adjust the amount remaining to bill as needed and then update the billing schedule to accommodate the change. When you renew the agreement, the system sets the total remaining to bill equal to the agreement service price and adjusts the billing schedule accordingly.

Click the following link for more information about using this form.

Set up a Periodic Service Billing Schedule Manually