How to Insert a Recurring Charge

You can insert a new recurring charge for a customer and configure it for proration, autopay, or as part of a master/feeder account relationship.

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. If you are pro-rating, select Y for Pro-rate and add the proration date in the Service Start field.

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

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

For Feeder Accounts

If you are setting this up for a feeder account in a master/feeder relationship:

1. Click the magnifying glass for the Master Account.

2. Search for and select the master account.

3. Set 'Post Charges to Above' to YES.

4. Toggle 'Identify on Master Invoice' as either Name or Address.

   • Name: The account name will be used on the invoice.

   • Address: The site address will be used on the invoice.