Steps for unit-based billing rule setup
- 01
Open billing rules and start a new unit rule.
- 02
Set the price, unit name, cycle, counting method, reminders and payment destination.
- 03
Choose which franchises it covers and check the next billing cycle.
- 04
Fix anything blocking the rule before you turn it on.
What the finished work leaves you with
A unit-based billing rule that states the price, unit name, billing cycle, quantity mode, franchise assignments, reminders, payment destination, and next cycle.
What to do when the review finds a problem
You are defining the recurring charge
Set the unit price, unit name, and billing cycle together so the charge is clear.
Quantities may change each cycle or stay fixed
Choose the quantity mode that matches where each cycle’s count comes from.
The price and quantity settings are decided
Check franchise assignments, reminders, and payment destination before turning the rule on.
The rule is ready for a final check
Preview the next full billing cycle and fix any blockers before publishing.
A common mistake to avoid
Using a quantity override to hide a missing franchise assignment or an unclear unit.
Unit-based franchise billing rule checklist
Use this checklist when setting up a recurring billing rule charged per unit. It checks the unit name, price, billing frequency, how quantities are entered, franchise assignments, reminders, payment destination, and the next billing cycle, so everyone knows how quantities become charges before the rule is turned on.
Before you start
- Confirm the rule type, the franchises assigned, how often it bills, and the first full cycle.
- Write the unit name and where quantities come from, in words the people entering them will recognize.
- Have the payment destination and readiness check open for the final review.
When a unit billing rule has the wrong quantity or assignment
Unit rules go wrong when the unit, how quantities are entered, which franchises are assigned, or the billing frequency do not line up. Check them together, because changing the price alone can hide the real problem and produce a wrong future charge.
The rule asks for a quantity your team does not collect.
Check first
- Read the unit name and quantity setting next to the count the franchise can actually provide.
- Compare the billing frequency with when the count is collected.
- Check whether the rule uses a fixed quantity or one entered each period.
Next action
Line up the unit name, quantity setting, frequency, and how counts are gathered, and note the change. Do not enter a convenient stand-in count that measures something else.
Confirm the result
A sample franchise can say what one unit means, when it is counted, and how the count will be billed next period.
The franchise is missing from the unit rule.
Check first
- Compare the rule’s assignment settings with the franchise’s status.
- Check whether the franchise was added after the rule was set up.
- Confirm another rule is not already assigned to that franchise for the same period.
Next action
Fix the assignment settings or add the franchise to the rule, then preview the next period before turning it on. Note any duplicate or replaced assignments rather than quietly swapping them.
Confirm the result
The preview lists the franchise once, with the right quantity setting and period.
The next period is missing or has no usable quantity.
Check first
- Confirm the rule’s dates and frequency cover that period.
- Check whether the franchise has an owner and a count for that period.
- Check whether the previous period is still open and holding up the next one.
Next action
Fix the date, the assignment, or the open earlier period before turning the rule on. If the quantity is not available yet, mark it as deferred rather than treating a blank as zero.
Confirm the result
The next period shows the rule, the franchise, where the quantity comes from, and whether it is ready or deferred.
The charge does not equal the unit price times the quantity.
Check first
- Recalculate from the saved unit price, quantity, frequency, and rounding.
- Check whether an override or earlier setting supplies a different price.
- Compare the unit name with the quantity entered to rule out a unit mismatch.
Next action
Find which price and unit actually apply before changing the rule or quantity. Keep the original settings, then preview a sample period after the fix.
Confirm the result
The preview shows an amount you can recalculate from the price, quantity, unit, and frequency shown.
When you need to hand it on
- Include the rule, unit name, quantity setting, frequency, assigned franchises, price, and affected period.
- Show one sample count and the charge you expected, without extra private details.
- Ask the rule owner to approve changes to future assignments, units, or prices.
Link to the record instead of copying passwords or unrelated personal details into your note.
A situation to work through
A proposed rule charges per service unit, with different prices for a few franchises. The admin confirms what counts as one unit and checks the default price, where the rule is available, and any approved price changes.
Confirm the unit, which franchises it applies to, the price each pays, and how blank, zero, and overridden quantities are handled before publishing.
This is a planning example, not a customer result.
What does a unit billing rule need before it goes live?
Set the unit price and name, how often counts are due, whether the count is saved or entered each period, which franchises it covers, the reminders and the payment destination. Check the next cycle and anything blocking it before you turn the rule on.
Put the workflow into practice
In Granite, unit billing rules charge a price per counted unit, on their own cycle, with reminders until every count is in.
Set it up in Granite with your own franchises, reporting periods and billing rules.