<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- An Example on how to set up an agreement for a customer who has an all you can eat agreement</strong></p><p><br></p><p>In this example we will run through the setup for a customer who has an all you can eat agreement. This means that they can use the service desk as much as they want and they will not be charged for any labour because they pay a periodic invoice for the services they will use.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJiNWRlN2MwLWFlNmYtNDcwOC1iMjMyLTQ1NGNhMjVjNGQwOCJ9.eT_6TXR1STBAQ8M4_IlMDQ33fShRkwKZhByySwRGtfc" class="fr-fic fr-fil fr-dib" width="386" height="375"></p><p><strong><span style="font-size: 10pt;">Fig 1. Unlimited Hours Per Period Agreement</span></strong></p><p><br></p><p>If required you can have a recurring invoice attached to the agreement, this is where the customer will have a periodic invoice generated based on the recurring billing schedule you set up. Next Call Date is explained in <a href="https://usehalo.com/halopsa/guides/2085/" rel="noopener noreferrer" target="_blank"><strong>this guide</strong></a>.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVkOGZjYWUyLWEzYmUtNDM3Yi05NDAwLWFlMTRmY2ZjZmE3MyJ9.Fy7cfErDmUpMXmXva0LAQvWMHbZ7-8cjNz3GPR_KWOQ" class="fr-fic fr-fil fr-dib" width="2369" height="792"></p><p><strong><span style="font-size: 10pt;">Fig 2. Recurring Invoice from the Agreement</span></strong></p><p><br></p><p>The next stage is to tell the system to allocate all time against the unlimited agreement you have set up. Because they will be charged the yearly amount, you want to tell the system they are not going to be charged for any billable labour.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRjYzAzZmU4LTBhNzAtNDQ1NC1iNWUyLWVkZWUxOWEwY2E1OSJ9.FrKv8PSsUpu4l7-06o6AbffQLV2TltPW7-joATecWbA" class="fr-fic fr-fil fr-dib" width="1185" height="675"></p><p><strong><span style="font-size: 10pt;">Fig 3. Allocating all billable time against the agreement under Billing Rules</span></strong></p><p><br></p><p>With this setup in place the time set against actions on tickets will be consumed by the agreement every time.</p>