How to Insert a Recurring Charge

Modified on Sun, 12 Apr at 11:26 PM

Overview

This article explains how to insert a new recurring charge on a customer account and configure it for proration, autopay, or as part of a master/feeder account relationship.

Inserting a Recurring Charge

Follow the steps below to add a new recurring charge to a customer account.

Open Recurring Charges. From the customer account, click Recurring Charges.
Begin a new entry. Click Insert.
Select an RMR code. Click the magnifying glass to search for an RMR code, then click Select or Insert to apply the code.
Set the Billing Cycle. Select the Billing Cycle. The next billing date will auto-populate.
Enter the Pre-Tax Amount. Type the charge amount in the Pre-Tax Amount field.
Configure proration (if applicable). If you are pro-rating, select Y for Pro-rate and enter the proration date in the Service Start field.
Select a billing method. Choose the desired billing method from the dropdown menu: Printer, Email, No Print, or an Autopay Option.

⚠️ IMPORTANT — Autopay Accounts

If you select an Autopay billing method, you must enter the full payment information. It is recommended to select Email Copy: Primary for credit card accounts.

Feeder Accounts (Master/Feeder Relationship)

If you are setting up a recurring charge for a feeder account in a master/feeder relationship, complete the following additional steps after entering the charge details above.

Open the Master Account lookup. Click the magnifying glass for the Master Account field.
Search and select. Search for and select the appropriate master account.
Enable charge posting. Set 'Post Charges to Above' to YES.
Set invoice identification. Toggle 'Identify on Master Invoice' to either Name or Address.

Option	What Appears on the Master Invoice
Name	The account name will be used on the invoice.
Address	The site address will be used on the invoice.

Need Additional Help?

Our Customer Success team is here to assist you.

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