How to change the billing cycle, timing, minimum hire or payment terms of an agreement

Name: Arkon One: Change the billing cycle, timing, minimum hire or payment
Duration: 47 s
Description: How to change the billing cycle, timing, minimum hire or payment terms of an agreement. A step-by-step walkthrough of the screens, buttons and fields involved.

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How to change the billing cycle, timing, minimum hire or payment terms of an agreement. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open the agreement and press Edit terms.
Change Rate basis / billing cycle, Billing timing, Minimum hire (days), Rental discount %, Payment terms (override), delivery / return charges, Labour rate per hour, Off-rent date rule or the special terms.
Press Guardar (Save).

Tip

Every such change creates a new agreement version awaiting the customer's signature (shown on the Versions tab; the customer signs in the portal, or you record it under Terms → Record signature). Take care changing the cycle after invoices exist: cycles are recomputed from the Start date, and amounts already billed are matched by cycle start date, so check the Billing schedule tab and the Preview on Billing runs before the night run.

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