Insert a Recurring Charge

Insert a Recurring Charge

From customer account>Click Recurring Charges>Click Insert>Click the magnifying glass to select an RMR code>Select or Insert Code>Select Billing Cycle>Next Date will Auto-Populate>Enter Pre-Tax Amount>If Pro-rating, select Y to Pro-rate>Add Proration date in Service Start Field>Select Dropdown on the Billing Method>Select Printer, Email, No Print, or Autopay Option. If Autopay>Enter full information. Select Email Copy: Primary for Credit Card Accounts. If feeder account>Click the magnifying glass for Master Account>Search & select the master account>Set 'Post Charges to Above' to YES>Toggle 'Identify on Master Invoice' as either Name or Address. *Name: The account name will be used on the invoice *Address: Site address will be used on the invoice

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    • Insert a Recurring Charge

      From customer account>Click Recurring Charges>Click INSERT Click the magnifying glass to select an RMR code>Select or Insert Code Select Billing Cycle>Next Date will Auto-Populate>Enter Pre-Tax Amount>If Pro-rating, select Y to Pro-rate>Add Proration ...

    • Setup Recurring Charge Table

      To setup your recurring charge table, navigate to the Setup Wizard>Recurring Charges tab>Setup Recurring Charge Table. To create a new charge, click Insert. To edit an existing charge, highlight the charge and click Change.

    • 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 ...

    • Prorate a Recurring Charge

      From customer account>Click Recurring Charges>Click Insert>Click the magnifying glass to select an RMR code>Select or Insert Code>Select Billing Cycle>Next Date will Auto-Populate>Enter Pre-Tax Amount>Select Y to Pro-rate>Add Pro-ration date in ...

    • Move Recurring Charge

      From the customer account, go to the recurring charges. Highlight & select the charge. Click the magnifying glass next to Account>Click Yes Search & select the correct account>Click OK to move the charge.