Contract and Billing Setup Enquiry
Hello, I have a question for how to setup our contract and billing . We have our Service Contract bill with following logic and I'm wondering how could we set it up in Gorelo. (or if it is possible).
Appreciated if you can share some of the idea. Thank you. 🙇‍♂️
Service Calculation Rules for PSA
1. Contracted Clients
• Remote Support
o Billed per 0.5-hour increments.
o Policy: Add a 10-minute buffer before counting the next 0.5-hour block.
e.g. 35mins = 0.5 hr , 41 mins = 1 hr
• On-Site Support
o Minimum charge: 2 hours.
o After 2 hours, billed per 1-hour increments (based on client contract).
o Policy: Add a 15-minute buffer before counting the next 1-hour block.
e.g. 2hrs 15 mins = 2 hrs, 2hrs 18mins = 3 hrs
• Telephone Support
o Non-reducible hour (Non-billable).
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2. Billing Based on Contract Type
• Each client’s billing depends on their contract:
o Unlimited: No additional charges for covered services.
o Limited: Charges apply after the included hours are consumed.(e.g. 10 hrs / month and bill the Basic Package yearly / quarterly) + Exceeded Usage for MONTHLY.
o Block (MONTHLY): Services deducted from pre-paid block of hours. (e.g. 30 hrs / year).
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3. Non-Contracted Clients
• Remote Support
o Billed per 1-hour increments.
o Policy: Add a 10-minute buffer before counting the next hour.
• On-Site Support
o Minimum charge: 2 hours.
o After 2 hours, billed per 1-hour increments.
o Policy: Add a 15-minute buffer before counting the next hour.
• Telephone Support
o Non-reducible hour (Non-billable).
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4 Replies
Hi mate, everything here is possible except for the buffers. We increment immediately so in your second example (Onsite), 2hrs 15mins would increment to 3hrs
Thank you Mikel, I would try to setup in the trial a/c and see if there is any manual work around to achieve it. Thank you
@NB I would 100% recommend jumping on a call with @Mikel to run through it all on a call - it will be probably one of the best things you do in your Gorelo journey!
Thank you Andrew for your suggestion. Will follow up after spend some time on the trial test. Thank you.