How to add a reference or PO number to recurring invoices

Overview

Your customer requires a Purchase Order number or a Reference to appear on all recurring invoices.

Setting up the RMR charge

Step 1: Click on the Customer you'd like to add the charge to

Step 2: Click on Recurring Charges

Step 3: Click Insert

The system will generate a preview of the upcoming invoice based on the customer's recurring charges.

Pro-Rated Charges

If a customer has a pro-rated recurring charge, the estimate will display:

• The pro-rate line item
• The calculated pro-rated charge amount

This allows you to verify pro-rated amounts before the actual invoice is generated.

Benefits

• Preview invoices before generation
• Verify pro-rated charge calculations
• Ensure accuracy before billing customers
• Identify any potential billing issues in advance
• Answer customer questions about upcoming charges

When to Use This Feature

Use the Estimate Invoice function when you need to:

• Check upcoming invoice amounts for customers
• Verify pro-rated charges are calculated correctly
• Respond to customer inquiries about their next bill
• Review recurring charges before processing batch invoices
• Confirm new recurring charges are set up properly

Need Help?

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