How to Insert a New Recurring Charge

To add a new recurring charge to a customer's account, follow these steps:

1. From the customer account, click the Recurring Charges tab.

2. Click INSERT.

Fill in the Charge Details:

1. Click the magnifying glass to select an RMR code, then Select or Insert the code.

2. Select the Billing Cycle. The next date will auto-populate.

3. Enter the Pre-Tax Amount. If you are pro-rating, select Y for Pro-rate and enter the proration date in the Service Start field.

Select a Billing Method:

1. Use the dropdown menu under Billing Method and select either Printer, Email, No Print, or an Autopay Option.

   • If Autopay: Enter the full payment information. To select the date the autopay debit will hit, use the dropdown on 'Post On'.

   • To email or mail a hard copy: Use the dropdown on 'Email Copy' to set the desired delivery method.