The customer is charged for all of hours of work performed, any direct expenses incurred, and all materials purchased to support the resolution of tickets and the completion of projects. Time entered on tickets and tasks generates billable amounts for labor on invoices. The role assigned a labor time entry determines the rate charged for that labor. Default rates for roles can be adjusted on a per contract basis.
Creating Time and Materials Contracts
Select the Finance > Contracts page.
Click New > Time and Materials.
Enter the following in the Contract Information section.
Contract Number - Only displays when editing a contract.
Contract Name
Contract Description
Client
Start Date
End Date
SLA - A contract associated with an SLA overrides the Default SLA when the ticket is linked to the contract.
Setup Fees
Issue Invoice on - Overrides the default value set for the 'Issue Invoice on' field, either Start of Billing Cycle or End of Billing Cycle. The default is set using the Admin > Company Settings > Invoice tab.
Reference Number
Default Contract - Yes or No
Enter additional information in the Custom Fields section.
Click Save.
Adjust rates for roles for this contract in the Billing Information tab.
Maximum Hours - Limits the hours billable for this role.
Contract Billing Rate - Adjusts the default billing rate for this role.
Optionally exclude roles and work types that can report hours to this contract using the Exclusions tab.
If hours are reported using an excluded role or work type, the hours are reported against the Default Fallback Contract you specify.
Upload files to the contract using the Attachments tab.
Click Save.
Optionally reopen the contract and click Activate to begin using this contract to create billing entries.
