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Payment frequency - different from service frequency
Payment frequency - different from service frequency

Services with monthly payments

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

A customer has quarterly services but wants the payments to be monthly because it's a smaller bill to pay.

Key Point

  • Set Billing Frequency to Monthly, Service Frequency to Quarterly

When you create a new work order - set up the Billing Frequency to Monthly (divide the total dollar amount of service by 3 in the Unit price column) and set up the Service Frequency to Quarterly.

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