How to Add a Pro-rated Recurring Charge

Modified on Sun, 12 Apr at 11:23 PM

Overview

This guide explains how to add a new recurring charge to a customer's account and prorate the first bill. Proration ensures the customer is only billed for the portion of the billing cycle during which the charge was active, based on the service start date you provide.

Steps to Add a Pro-rated Recurring Charge

Follow these steps from within the customer's account to set up the recurring charge correctly.

Open Recurring Charges. From the customer account, click Recurring Charges.
Insert a new record. Click Insert to begin adding a new recurring charge.
Select an RMR code. Click the magnifying glass icon to look up an RMR code, then choose Select to use an existing code or Insert to create a new one.
Choose the Billing Cycle. Select the appropriate Billing Cycle. The next billing date will auto-populate based on your selection.
Enter the Pre-Tax Amount. Type the charge amount in the Pre-Tax Amount field.
Enable proration. Select Y in the proration field to activate prorated billing for the first bill.
Set the proration date. Enter the appropriate date in the Service Start field. This date is used to calculate the prorated amount.
Select the billing method. Choose the desired billing method from the dropdown menu: Printer, Email, No Print, or Autopay.
If Autopay is selected: Enter the full payment information. It is recommended to select Email Copy: Primary for credit card accounts.

⚠️ IMPORTANT

For Autopay accounts using a credit card, always select Email Copy: Primary to ensure the customer receives a copy of their billing statement. Verify that all payment information is entered completely and accurately before saving.

Billing Method Reference

Use the table below to identify the correct billing method for each customer account.

Billing Method	Description
Printer	Bill is printed and mailed to the customer.
Email	Bill is sent to the customer via email.
No Print	No printed invoice is generated or sent. Invoice is generated and shows in the customer invoice history.
Autopay	Payment is collected automatically. Full payment details must be entered. Select Email Copy: Primary for credit card accounts.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com