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Users are able to to set expiry dates to services/packages. This is convenient for contract based packages i.e mobile phone contracts/rental agreements or even a debt with a certain lifespan i.e loans.

1. Log into your account and go to Setup > Services.
2. Select the service that you wish to have expiry dates available, in the left menu select “custom fields”.
3. Add a custom field for the dates, by clicking on “Add Field” in the bottom right side.
4. Click on the new custom field and rename it in the Field Title to “Expiry date”
5. Under the Type drop-down select “Date Picker”.

1. Go to Setup > Rules
2. Click on “Generate Invoice Lines for a Service”

It should read as below:

Run the code on the condition that the custom field $service->data-expiry_date is set

    If $today is after as $service->data-expiry_date
        Set the state of the service to suspended
        End execution of this rule at this point.

You have now enabled the expiry date feature on this particular service.

When adding a service or package to a client you will find the option to insert a expiry date.

See Also: Service Invoice Rules; Rules App