Recurring Invoice - Manual Creation

Sometimes you may find the need to create a 'catch-up' invoice for recurring billing. Alternately you don't want to start the customer mid-cycle or have a pro-rated recurring invoice. For these situations you can manually create a recurring invoice.

1. Open the customer account
2. Click > Invoice History
3. Click > Insert
   
   
   
   
4. From the Invoice Style (window) 
5. Invoice Type Select > Recurring 
6. Create Method Select > Manual
   
   
   
   
7.  With the blank R Invoice open. Click > Insert
   
   
   
   
8. Now we need to select an RMR code. 
9. Click the Magnifying glass symbol  
   
   
   
   
   
10. Find the RMR code you would like to use. Highlight it, then click > Select.
    
    
    
11. Enter the dollar amount. Select taxable Y/N. Then click > OK.
    
    
    
12. If you would like to show the billing period. Create a RMR charge called TXT or whatever you like.
    
    
    
13. Use this to add notes to the invoice without a dollar amount.
    
    
    
14. Click > OK to save.
    
    
    

    Need Help?

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