How to Set Up and Edit Your Recurring Charge Table

Modified on Mon, 13 Apr at 4:21 PM

Overview

This article explains how to manage your recurring charge table using the Setup Wizard. The recurring charge table is where you define and modify all recurring charges that can be applied to customer accounts. You can access the table, create new charges, and edit existing ones — all from one central location.

Accessing the Recurring Charge Table

To open the recurring charge table, follow these steps:

  1. Navigate to the Setup Wizard.

  2. Click on the Recurring Charges tab.

  3. Select Setup Recurring Charge Table.

Creating a New Charge

To add a new recurring charge to the table:

  1. Click the Insert button.


  2. Fill in the details for the new charge.


  3. Click OK to save.

Editing an Existing Charge

To modify a recurring charge that already exists in the table:

  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.

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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