Use Recurring Research tool

Use Recurring Research tool

You can access Recurring Research via Customer List Icon>Recurring Research or the Reports Icon>Recurring Research. This tool provides a deep dive into your customers' recurring charges and allows you to filter on a multitude of fields. One of the most common reasons customers use this tool is to identify RMR set to billing method = Printer as a means to flag and contact their customers to encourage them to sign up for autopay. Another common search is to review upcoming RMR increases via the "Next Increase" date range fields. Upon selecting or entering the data you'd like to review>Click Refresh>This provides the desired list based on your filters.

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