How to Insert a Recurring Charge Code

You can insert a new recurring charge code to be used for billing. The steps differ slightly based on your user permissions.

If You Have Admin Permissions

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 to a customer's account.

1. From a customer account, click Recurring Charges.

2. Click Insert.

3. Click the magnifying glass for 'Code'.

4. Follow the steps above (starting from step 5 for admins) to insert the new code.