Billing plan is an obligatory step when you create a contract. It defines how the customer pays you.

There are 2 types of Billing plans:

• As incurred
• Milestone

After you draft a contract in Step 1:

1. Go to the Billing Plans tab
2. Select +Create Billing Plan
3. Choose:
   • Either As Incurred 
   • Or Milestone 
4. Click Mark Ready

Under this category:

• Subscription items in the contract renew normally according to subscription configuration (Monthly or Yearly) until the contract ends. 
• User will be charged when the items are provisioned and renewed.
  • When an item is provisioned, it will be charged, following the subscription cycle.
    • Purchase is 1 cycle.
    • The first renewal is pro-rated to the 1st day of the next cycle (if the Alignment policy is enabled)
    • The second renewal onward is 1 cycle.
    • The last renewal is pro-rated to the contract end date.
  • When an item is terminated, it will be refunded, following the 14-day refund policy (if the Refund policy is enabled)

To mark the billing plan as READY, please follow the steps below:

1. Click Edit items
2. Add the items in
3. Finish
4. Mark Ready

Under this category:

• Subscription items in the contract are provisioned for the entire period of the contract
• User will be charged as soon as the contract is marked READY.
  • When an item is provisioned, it is not charged. No invoice is issued.
  • When an item is terminated, it is not refunded. 

To mark the billing plan as READY, please follow the steps below:

1. Click Edit items
2. Add the items in
3. Finish
4. Add the Milestone 
5. Mark Ready

• Contract length = 24 months (1 Jan 2019 to 31 Dec 2020; start date and end date is inclusive)
• Items:
  • Bizphone standard: $0 * 1
  • IP phone License: $10/month * 10 licenses * 24 months