How can I end a Recurring Service Contract early to stop billing the services?

Topic

This article discusses how to end a Recurring Service Contract that needs to be ended before the original contract end date, and stop the billing of services.

Answer

You must edit the contract and change the contract end date to the new earlier date.

If you want to change the contract end date to the period that its billing item has been approved and posted, you must unpost the billing item before you change the end date. Otherwise, you will receive a system message saying that "Unable to make changes as it would result in the deletion/modification of an already approved and posted contract period".

EXAMPLE  The end date of the recurring service contract is set to April 30, but you want this contract to end on January 31. The billing item for February has been approved and posted.

  1. In this case, you would need to unpost the February billing item here: Autotask menu > Admin > Features & Settings > Contracts & Un-Posting > Un-Post > Recurring Service.

  2. Once the billing item has been un-posted, edit the contract and change the contract end date to January 31.

IMPORTANT  Inactivating a Recurring Service Contract will NOT stop the services from being billed.

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