Auto-update Recurring Invoices by Asset Type counts
Having come from the MAX Service Desk system (part of MAXfocus) one thing I did like very much was the recurring invoice system could auto-update based on asset types and user counts.
It would be nice if the recurring invoices auto-updated based on counts of certain asset types such as "workstations", "servers", "printers", etc.
But we would also like the ability to bill based on number of "users/contacts" as some of our contracts are based on the number of employees instead of number of devices.
I know we are missing out on some billing as we only check our recurring invoices every few months since it is quite a timely process to manually cross-reference each company's assets with what is in their recurring invoice!
Kevin Kindle
shared this idea
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Daniel Koster
commented
I recently discovered that this is half done and I'm currently in the process of updating my recurring invoice templates to go by the asset quantity.
The only thing missing that I'm hoping to bring attention to is that I'd also like to have an automatic quantity based on the number of contacts or some other form of user count. I'm making it work by creating a "User" asset but this isn't as nice as something that would rely on already existing contacts.