How ERP Services, Contracts & Billing Connect

Overview

The ERP module contains a service catalogue where you define the managed services you deliver (e.g. "Enterprise Managed IT — £2,500/month"). Assigning a service to a client company generates a contract and automatically feeds the recurring charge into the billing system and MRR dashboard.

The three-layer model

Service definition (what you sell)
  ↓ assigned to a company
Contract (terms + SLA + dates)
  ↓ generates recurring charges
Billing / MRR tracking

Layer 1 — Service Catalogue (ERP → Services)

Each service record holds:

• Name and description
• Price and billing frequency (monthly, quarterly, annual)
• Category (e.g. Managed IT, Cloud Backup, Print Management)
• SLA tier to associate (links to the SLA module)

Services are templates — you define them once, assign them to many clients.

Layer 2 — Contracts (ERP → Contracts)

When you assign a service to a company, Plenix creates or links a contract. A contract stores:

• Start and end dates
• The linked service (and therefore price / frequency)
• Status: Active, Pending, Expired, or Cancelled
• Notes and renewal terms

You can manage contracts at ERP → Contracts or from the Company profile → Services tab.

Layer 3 — Billing & MRR

Active contracts feed the billing system automatically:

• The company's Billing tab shows all contracted services as line items
• Monthly recurring charges appear in Accounting → Recurring Invoices
• The MRR Dashboard (Billing → MRR) aggregates all active service values into your monthly recurring revenue figure

Setting up the flow

1. Go to ERP → Services and create your service catalogue entries
2. Open a company profile and navigate to the Services tab
3. Click Add Service — choose from your catalogue, set a start date
4. Plenix creates a contract automatically — review it at ERP → Contracts
5. The service appears in the company's Billing tab and MRR rolls up immediately

Revenue visibility

Where	What you see
Company → Services tab	All services assigned to this client
Company → Billing tab	Recurring line items and invoice history
ERP → Contracts	All contracts across all clients
Billing → MRR Dashboard	Total MRR, new MRR, churned MRR, net revenue retention

Tips

• Cancelling a contract removes it from MRR from the end date
• You can link a service to multiple contracts (e.g. the same "Managed IT" service at different price tiers for different clients)
• Use the contract expiry field — an automation rule can send a renewal reminder 30 days before expiry

Where to go next

• Next in this module → How Projects & ERP Works
• Create a Project
• Log Timesheets
• See where this fits in the bigger picture → How a Lead Becomes Cash