Business Rules

These pages describe the implemented rules governing records, billing, delivery and reporting. Start with the workflow register to find the rule and implementation for a business event.

MSP Billing and Contacts

Read the billing rules for charge eligibility, seat quantities, recurrence and draft checks. The billing rationale explains the consequences of those boundaries; the contact lifecycle covers contact-driven Seat changes.

For day-to-day actions use MSP invoicing in the Handbook. For APIs and troubleshooting use invoice integration. Agreement and historical-data operations belong in MSP record maintenance.

Deals and Delivery

The Deals module explains sales stages and their meaning. Deals and delivery covers project setup and handoff; delivery alerts covers progress calculations and alerts. The staff Deal procedure describes the operator's actions and review checks.

The Deal offer rules cover Product configuration and the Qwilr quote handoff.

Costing and Reporting

Product costing categories define catalogue classification. Reporting assumptions describe the reporting boundaries. Use commercial margin calculation rules for the meaning of each figure and invoice reconciliation for reviewed attribution and configuration work.