Recurring Contracts
Recurring Contracts automate your managed-services billing. Define what a customer is charged and how often, and Breeze generates the invoices on schedule — resolving per-device and per-seat counts at billing time so the amount always reflects the customer’s actual environment. Open Contracts from the sidebar.
Contracts are partner-scoped and bound to a customer organization.
How a Contract Bills
Section titled “How a Contract Bills”Two settings determine the rhythm:
- Billing timing — in advance (bill at the start of each period) or in arrears (bill at the end).
- Interval — monthly, quarterly, annually, or a custom number of months.
From these, Breeze computes the next billing date. When that date arrives, a billing period is created, line quantities are resolved, and — if auto-issue is on — an invoice is generated automatically.
Contract Statuses
Section titled “Contract Statuses”| Status | Meaning |
|---|---|
| Draft | Being set up; not yet billing |
| Active | Billing on schedule |
| Paused | Billing temporarily stopped |
| Cancelled | Ended |
| Expired | Past its end date |
Contract Lines
Section titled “Contract Lines”Each line is one charge on the contract. Lines can resolve their quantity in different ways:
| Line type | How quantity is determined |
|---|---|
| Flat | A fixed amount each period, regardless of count |
| Per device | Counts the customer’s devices at billing time × unit price |
| Per seat | Counts the customer’s seats/users at billing time × unit price |
| Manual | A fixed quantity you set × unit price |
Per-device and per-seat lines can be scoped to a specific site so you bill only the devices or seats at that location. A line can link to a catalog item, which prefills its description and price.
Creating a Contract
Section titled “Creating a Contract”- Go to Contracts and click New contract.
- Select the customer organization, name the contract, and set the billing timing, interval, and start date.
- Add lines — choose flat, per device, per seat, or manual, and set the price (and quantity where applicable). Link a catalog item to prefill description and price.
- Add any terms and notes.
- Review the estimated value this period — per-device and per-seat lines resolve to live counts so the estimate is real, not a placeholder.
- Activate the contract to start billing.
The contract list shows an estimated monthly recurring strip across active contracts (normalized for cadence) and a per-contract estimate column, so you can see recurring value at a glance.
Managing the Lifecycle
Section titled “Managing the Lifecycle”| Action | Effect |
|---|---|
| Activate | Move a draft to active and set the next billing date |
| Pause | Temporarily stop generating invoices |
| Resume | Continue billing from a paused state |
| Cancel | End the contract |
You can also generate now to create the current period’s invoice immediately rather than waiting for the schedule.
Permissions
Section titled “Permissions”Contract access is governed by role permissions: viewing requires contract read access, creating and editing requires contract write access, and lifecycle actions (activate, pause, resume, cancel) require contract management access. Assign these through Settings → Users & Roles.
Related
Section titled “Related”- Invoices — where generated invoices land
- Product Catalog — link contract lines to catalog items
- Online Payments — let customers pay generated invoices online