Documentation to assist with the setup and configuration of the HaloITSM platform
Billing - Contract Multiplier
This article will go through the functionality of the contract multiplier that has been added in v2.80.1 and how this ties into a customer's billing. If you are not on a version that has the contract multiplier, please speak to support about being upgraded.
The contract multiplier allows you to specify whether more hours get deducted from a customer's contracted hours depending on the charge type that is used. i.e. 1 hour of on-site support could deduct 2 hours from a customer's contract. You can set the contract multiplier both globally or at an individual customer level, but for this example, we will look at the global option.
First, you will need to set up a contract against the customer. I have set up a contract by going to the contracts module on the left-hand side and created a new client contract. Against this contract, I have specified the customer has 10 hours per month.
Once you have the contract, you will need to go to the charge type and add in a contract multiplier. Go to Configuration > Billing > Charge Types > and select the charge type you would like to have the multiplier > edit this and enter a multiplier. In this example, I will specify that on-site support will deduct 2x the number of hours from the contract.
The final part of the setup is to create the billing plan combinations so that work performed on a customer's ticket is deducted from the contract. To do this go to a customer > settings > Billing Plan Combinations. In this example, I have decided that all work will get deducted from the contract and once the 10 hours on the contract have been used up, the customer will be charged "Pay as You Go" by using the global default. If you have not worked with billing plan combinations before, please sign up to our HaloPSA Academy as this will go into the combinations in detail and is free!
This will now mean that any work performed against the customer will be deducted from the contract and any on-site support charges will deduct 2x the time.
Going over to the contract and to the periodic history tab, you can check that this has all been set up correctly.
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