A Billing Contractrepresents a commercial relationship with a customer. Each customer can have 1 or more Billing Contracts associated with their account, each representing different terms and conditions. For example, you might configure a Billing Contract with an annual billing frequency to invoice in advance for all of a customer's annual subscriptions, and a second Billing Contract with a monthly billing frequency to invoice in arrears for the same customer's Azure usage.

Before you begin

You must be a licensed Work 365 user with the Work 365 Admin or Work 365 Sales security role assigned to you to create new Billing Contracts.

Create a Billing Contract

1. From My Work 365 Page

   • Click on Create Billing Contract button in the Workflow

2. From An Account:

   • Switch to the Work 365 Account Form
   • Navigate to the Billing and Invoicing Tab
   • Click on three dots(ellipsis) in the Billing Contracts Grid
   • Click on New Billing Contract
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3. From the Billing Contracts Grid

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     Click on New from Template

   • Side Panel appears and click on the magnifying glass to search for existing templates

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