Service Contracts - One-Offs
- When adding a one-off payment, select One-off in the Payment Frequency field
- Select Non-Automated
- Click through to the Product line to amend the details
- Make sure the correct price is added
- Zero off the quantity, this ensures the amount doesn’t reoccur.
- Navigate back to the Service Contract using the top left arrow
- Click into Status Reason at the top right, click the calculate icon next to Monthly Contract Total to update to zero.
- Once the invoice has been paid, add Cancellation date (this would be the date of deactivation and will help with reporting)
- Select Project Completed in the status reason
- Deactivate in the top toolbar
