How to Set Up and Edit Your Recurring Charge Table

Modified on Fri, 15 Aug at 5:12 PM

To manage your recurring charge table, you'll need to use the Setup Wizard. This table is where you define and modify all the recurring charges that can be applied to customer accounts.

Accessing the Recurring Charge Table

  1. Navigate to the Setup Wizard.

  2. Click on the Recurring Charges tab.

  3. Select Setup Recurring Charge Table.

Creating a New Charge

  1. Click the Insert button.

  2. Fill in the details for the new charge.

  3. Click OK to save.

Editing an Existing Charge

  1. Highlight the charge you want to edit from the list.

  2. Click the Change button.

  3. Make the necessary edits to the charge details.

  4. Click OK to save your changes.

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