Bill a New Customer When the Billing Cycle Has Passed

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• Look up Billing Cycle of a Customer

  From customer account>Click Recurring Charges>Review the column 'Cycle' for B, M, S, Q, A. B: Bi-weekly M: Monthly S: Semi-Annual Q: Quarterly A: Annual

• Pause Billing for an Open Account

  There are a few different approaches to pausing billing on an account. If you know when the customer would like to re-up>Select the Customer>Click Credit History>Click Insert>Enter the Pre-tax amount>Select ' Discount' as Type>Click the magnifying ...

• Bill to Address Search

  Add as Click the Customer List>Searches>Name/Address>Enter an address in Street Address 1 field>Be sure the Site/Bill to Box is Checked

• Create New Recurring Charge

  If you have admin permissions: Click File>Setup Wizard>Recurring Charges>Setup Recurring Charge Table>Click Insert>Enter Code & description>Select magnifying glass for GL Code>Select or Insert proper GL>Enter applicable defaults>Enter TAX yes or ...

• Change Next Bill Date

  From customer account>Click Recurring Charges Tab>Highlight and double click or select the charge>Update the Next Date Field>Click OK to save