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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 ...
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 ...
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 ...
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 ...