How to Insert a Recurring Charge Code

Overview

This article explains how to insert a new recurring charge code for use in billing. The steps differ slightly depending on your user permissions — follow the section that applies to your account.

If You Have Admin Permissions

Follow these steps to add a new recurring charge code via the Setup Wizard:

1. Click File.
   
   
   
2. Click Setup Wizard.
   
   
   
3. Click Recurring Charges.
   
   
   
4. Click Setup Recurring Charge Table.
   
   
   
5. Click Insert.
   
   
   
6. Enter a Code and Description.
   
   
   
   
7. Click the magnifying glass for GL Code.
8. Select or Insert the proper GL code.
9. Enter any applicable defaults.
10. Select Yes or No for TAX.
11. If the charge is not a core-recurring charge, uncheck the box.
12. Click OK to save.

If You Do Not Have Admin Permissions

You can still insert a new recurring charge code while adding a recurring charge directly to a customer's account. Follow the steps below:

1. From a customer account, click Recurring Charges.
2. Click Insert.
3. Click the magnifying glass for Code.
4. Follow the admin steps above starting from Step 5 (Enter a Code and Description) to complete inserting the new code.

Need Additional Help?

Our Customer Success team is here to assist you.

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

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