Member
Posts: 133
Registered: ‎05-26-2015
Kudos: 20

Changing contract length without restarting contract.

Hello guys

 

Is there a way to modify contracts or invoicing stuff without the system sending an invoice the next day? Every single time I modify something on a contract, UCRM thinks the contract is restaring and creates an invoice from that day onwards. I understand this should happen under some conditions.. but not always.

 

Also. is there a way to temporally FREEZE contracts?... this behavior should suspend the service and NOT charge the customer for as long as the service is freezed (voluntarily suspended).

 

Best
Pedro

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Ubiquiti Employee
Posts: 4,050
Registered: ‎12-10-2015
Kudos: 1433
Solutions: 312

Re: Changing contract length without restarting contract.

Hi,

you are probably using the "deferred change" instead of regular service changes. 

 

You should use one of these "edit locations" to change what you need. The change will be applied immediately and the new billing parameters will be used starting from the upcoming period. (the current billing won't be terminated & restarted)

 

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Ubiquiti Employee
Posts: 4,050
Registered: ‎12-10-2015
Kudos: 1433
Solutions: 312

Re: Changing contract length without restarting contract.

Freezing contracts:
there is currently no feature exactly for this purpose (please create a feature request for this). Meanwhile, you can use one of these workarounds:
1) you can terminate the service + click reactive while configuring Activation date to someday in the future.
2) you can use the suspension feature (if you are using the "backward invoicing", you can turn invoicing off for such suspended services) or
3) you can add 100% discount (time-limited) + configure "suppress sending of $0 invoices"