How to Add a Recurring Charge with Proration

You can add a new recurring charge to a customer's account and prorate the first bill by following these steps:

1. From the customer account, click Recurring Charges.

2. Click Insert.

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

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

5. Enter the Pre-Tax Amount.

6. Select Y to prorate the charge.

7. Add the proration date in the Service Start field.

8. Select the desired billing method from the dropdown menu (Printer, Email, No Print, or Autopay).

   • If Autopay: Enter the full payment information. It is recommended to select Email Copy: Primary for credit card accounts.