Creating recurring add-on charges

  1. Select Manage Processing > Recurring Invoice Definition.
  2. Open an invoice record.
  3. On the Add On Charge tab, click Create.
  4. Specify this information:
    Line
    Select a recurring invoice line.
    Add On Charge
    Select an add-on charge that the billing operator can define on recurring invoices.
    Zero After
    Select this check box if the Quantity field in the customer recurring invoice line is cleared after the current invoice is created. This field is useful for charges that vary from invoice to invoice.
    Start Date
    Select a start date to indicate when the template has gone into effect. This field determines when a customer recurring invoice can be created.
    Stop Date
    Select a stop date. After this date, a customer recurring invoice can no longer be created. An existing customer recurring invoice can still be effective after this date.
    Tax Exempt code
    Select whether the recurring invoice is Exempt or Taxable. If this field is blank, then the tax status is the default from the Customer Recurring Invoices.
  5. Click Save.