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Breeze RMM

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

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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

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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”
  1. Go to Contracts and click New contract.
  2. Select the customer organization, name the contract, and set the billing timing, interval, and start date.
  3. 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.
  4. Add any terms and notes.
  5. Review the estimated value this period – per-device and per-seat lines resolve to live counts so the estimate is real, not a placeholder.
  6. 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.

From an Accepted Quote

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When a customer accepts a quote or proposal that includes recurring (monthly or annual) line items, Breeze automatically creates a draft contract from those recurring lines — so an accepted proposal turns straight into the agreement that bills it, with no re-keying.

  • Monthly and annual lines are split into separate draft contracts (one billing cadence each).
  • The draft inherits the quote’s terms, currency, and the prices the customer agreed to.
  • It lands as a draft for you to review, adjust lines, and activate when you’re ready to start billing.

Any one-time charges on the same quote become an invoice instead, not a contract.

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.

Auto-Renewal

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A contract with an end date can be set to renew itself automatically instead of expiring. When auto-renew is on, Breeze extends the contract’s term in place before it lapses, so billing continues without a gap and you never have to recreate the agreement.

To enable it, give the contract an end date, then turn on Auto-renew at end of term and set:

  • Renewal term (months) — how far each renewal extends the end date (for example, 12 to renew for another year).
  • Advance notice (days) — how many days before the end date Breeze warns you that a renewal is coming. Defaults to 30.

On the contract’s detail page, the Renewal summary shows the current setting (the renewal term, the current end date, and the notice lead time) or that the contract does not auto-renew.

Bulk Actions

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Select contracts using the checkboxes in the contract list to reveal a bulk action bar.

Action Permission required
Cancel Contract management
Delete drafts Contract write

Actions run per-item in isolation, so partial success is possible.

Permissions

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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.

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