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.
- To select which date the autopay debit hits, select the dropdown on 'Post On'
- To set the charge to email or mail a hard copy>Select dropdown on 'Email Copy'
Related Articles
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.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 ...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.