Contracts properties
Setup charges
- Contract name
- Specifies a descriptive name for the contract.
- Base contract value
- Specifies the ex-tax base contract value. The contract value is pro-rated if the contract is terminated early.
- Add plan recurring charges to the contract value
- When selected Smile multiplies plan recurring charges for the duration of the contract to calculate contract value.
- Percentage of recurring charges
- When Add plan recurring charges to the contract value is selected specifies the percentage of recurring charges that are applied when calculating contract value on termination.
- Contract duration n months
- Specifies the length of the contract in months.
- Grace period n days
- Specifies the number of days past due without payment of contract charges before the contract is suspended or cancelled.
- Valid from
- Specifies the start date validity of the contract.
If only a start date is specified Smile will view the contract as valid from this date onwards.
- Valid to
- Specifies the end date validity of the contract.
If only an end date is specified Smile will view the contract as valid up to this date only.
- Allow the alteration of contract values when assigning to a customer
- When selected allows the editing of contract values by a Smile operator.
- Fixed set up charges
- Specifies fixed setup charges that are applied at the commencement of a contract subscription.
- Add
Termination Charges
- Invoice display order
- Specifies the display order of the charge on an invoice. For example, 0 will list the item at the top of the invoice. 9 will display it lower.
- Invoice description
- Specifies the invoice item text.
- Sales report category
- Specifies the sales report category the charge is allocated to.
- Select category from drop-down.
- Discount/commission category
- Specifies a discount or commission category. For more information, see Charge types and units.
- Rate
- Specifies the ex-tax value of the early termination charge. This is a flat, fixed charge.
- Minimum termination charge
- Specifies the minimum early termination charge applied regardless of the pro-rated amount.
- Maximum termination charge
- Specifies the maximum charge applied upon early contract termination.
- Comments
- Free text field.
Payment methods
- Add payment type
- Specifies payment types accepted by plans under the contract. If no payment types are
listed, then all types are accepted.
- Add
Managed plans
- Allowed plan changes
- Specifies the plan change actions allowed if managed plans are configured on a service.
- Up/Cross/Down/Custom
- None
- Up/Cross
- Up only