Billing Rule Upcoming Instances

SECURITY  Security level with Admin permission to configure Contracts & Un-Posting. Refer to Admin security settings.

NAVIGATION   > Admin > Features & Settings > Contracts & Un-Posting > Contract Billing Rule Upcoming Instances

On the Contract Billing Rule Upcoming Instances page, you can view the next scheduled (not yet generated) job for each rule in your Autotask instance, and execute any billing rule immediately. On this page, you will also execute all billing rules where the execution method is set to Manually. Refer to Automatically execute Billing Rule instances (When off you will need to execute Rule instances manually. This setting can be overridden at the Contract Billing Rule level.). To open the page, use the path(s) in the Security and navigation section above.

The number of contacts and devices Your Autotask instance may be configured to use one of the following terms instead: Asset, Configuration Item, Installed Asset, Installed Product. associated with the rule are counted immediately, and billing charges are generated. The purchase date for the charges remains the start date of the billing period.

EXAMPLE  It is May 25 and you are going on vacation for 2 weeks. You are the only billing approver in your organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site., and would like to approve and post per-contact and per-device charges before you leave, so they can be invoiced at the beginning of June.

The rule does not disappear from the list. Instead, the scheduled date you just executed is replaced by the one after that.

EXAMPLE  It is March 20, and you execute a rule where the next scheduled date is 3/31. The scheduled date of the rule is now 4/30.

If you change the contract end date to a date before the next upcoming instance, it will be deleted.

The table lists up to 1,000 future billing rule instances. You can filter all jobs by organization and by billing product.

Option Description
Execute Now

To execute a billing rule (that is, count the number of contacts and devices associated with it and generate billing rule charges), hover over the context menu and click Execute Now.
Preview

To preview the next instance of the billing rule, hover over the context menu and click Preview. A dialog will open that details the charges that this instance will create when it executes. The Description column lists the names of the associated contact or device, which may or may not actually be included in the charge's Description, based on the billing rule settings.

NOTE  When you manually execute a billing rule, keep in mind that the unit count is performed some time before it is scheduled. You would be billing for a contact that was inactivated on March 25 and would not have been counted on March 31.