Results for “contracts”

12 documents in BMS Cloud.

Overview

About Billing

billing/overview.md

…structure and the reconciliation settings exactly as the screens present them. > [!TIP] > Contracts with minimum volumes commit the customer to paying for a certain > number of cop…

Explanation

About reconciliation

billing/explanation/about-reconciliation.md

# About reconciliation A great many equipment contracts include a minimum. The customer commits to paying for, say, five thousand black copies a month whether or not they print the…

Overview

About Xero

xero/overview.md

# Xero BMS keeps the operational record — jobs, orders, contracts, invoices — and Xero keeps the books. The Xero integration is what stops those two being typed in twice. It has **…

Reference

Billing period, transaction and invoice statuses

billing/reference/billing-period-and-transaction-statuses.md

Reference

Contract charges and rates

billing/reference/contract-charges-and-rates.md

…. | | Available Credits | Paid-for but unused units available to offset future excess, on contracts that bank them. | ## Rates A metered charge's rates are held as a rate card bene…

Reference

Contract statuses and actions

billing/reference/contract-lifecycle.md

… status is shown in the header of the contract screen and in the **Status** column of the contracts list. It determines what may be edited and which actions are offered. ## Statuse…

Tutorial

Follow one contract through a month

billing/tutorials/follow-one-contract-through-a-month.md

…cess to the Billing area. Nothing else. ## 1. Find a contract to follow Go to **Billing → Contracts**. Choose **Active Contracts** from Public Filters in the left panel, then pick …

Explanation

How contract billing works

billing/explanation/how-contract-billing-works.md

…om the current month or the previous one. A third range, the **recon period**, appears on contracts that settle minimums over several months at once; it is explained in [[billing/e…

Explanation

How Invoices Reach Xero

xero/explanation/how-invoices-reach-xero.md

…es, one destination Sales invoices arrive from three places. **Billing** raises them from contracts, **Service** from completed jobs, and **Sales** from deals. To BMS these are gen…

Overview

overview.md

…hat is being proposed and tracking it to a decision. | | **Billing** | Customers, assets, contracts, billing periods and invoices — the agreement and the money that comes out of it…

How to

Run the monthly billing review

billing/how_tos/run-the-monthly-billing-review.md

… steps, and each can be done in bulk from the Invoices screen. Consolidation codes on the contracts decide which transactions are combined onto one invoice. ## 6. Confirm nothing w…

Explanation

What Crm Shares With The Rest Of Bms

crm/explanation/what-crm-shares-with-the-rest-of-bms.md

…ount is that record wearing its sales-relationship face; the customer that Billing raises contracts against is the same record wearing its trading face. **Promoting an account to c…