Recurring Research Tool - Filter for Pro-Rated Recurring Charges

Overview

The Recurring Research tool has been updated to include the option to filter and display recurring charges that are pro-rated. This allows you to quickly identify customers with pro-rated RMR services and view their start dates.

Accessing Recurring Research

Location: Customer List Screen > Recurring Research

This opens the Recurring Charges Research screen where you can apply various filters.

How to Filter for Pro-Rated Charges

Step 1: From the Customer List screen, click Recurring Research

Step 2: On the Recurring Charges Research screen, check the Pro Rated? checkbox

Step 3: Click Refresh

Step 4: The system will display a list of customers marked to be pro-rated for their RMR service

What the Results Show

After refreshing, you will see:

• Customer list - All customers with pro-rated recurring charges
• Starting date - The start date for the pro-rated period
• Pro-rated RMR details - Service information for pro-rated charges

Exporting Pro-Rated Information

You can export the pro-rated recurring charges report for further analysis:

Action: Export the report to Email

Result: Creates a CSV file that contains all pro-rated information

This CSV can be opened in Excel or other spreadsheet applications for additional analysis or record-keeping.

Benefits

• Quickly identify all customers with pro-rated charges
• View start dates for pro-rated periods at a glance
• Export data for reporting and analysis
• Verify pro-rated charges are set up correctly
• Reconcile billing for partial-month services

Common Use Cases

Month-End Reconciliation

• Review all pro-rated charges before running invoices
• Verify start dates are accurate

Customer Service

• Quickly answer questions about pro-rated billing
• Identify customers in their first partial billing period

Financial Reporting

• Export pro-rated charge data for accounting
• Track new customer onboarding and billing

Quality Control

• Verify pro-rated charges are applied correctly
• Identify any missing or incorrect pro-rate setups

Understanding Pro-Rated Charges

Pro-rated recurring charges are used when:

• A customer starts service mid-billing cycle
• Service changes occur during a billing period
• You need to charge for a partial month of service

The system automatically calculates the appropriate charge based on the start date and your billing cycle.

Tips for Using This Feature

• Run this report regularly to monitor new customer setups
• Use the export function to maintain historical records
• Cross-reference with invoice estimates to verify calculations
• Review before running batch invoices to catch any issues

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com