Creating customer recurring add-on charges
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Select .
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Open a customer invoice record.
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On the Add On
Charges tab, click Create.
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On the Main tab,
specify this information:
- Add On Charge
- Select an add-on charge that the billing
operator can define on recurring invoices.
- Zero After Use
- 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.
- Amount
- Specify the amount for the customer recurring
invoice.
- Action Code
- If you select Spread
Amount, then the Total Amount field is displayed.
- Total Amount
- If Spread Amount is selected in the
Action Code field,
then specify a total amount to be spread.
- Billed Amount
- Specify the amount that is billed for the charge.
- Price
- Specify the price for the customer recurring
invoice.
- Skip
- Select this check box if the customer has no add on charges
on the period.
- Frequency
- Select the billing frequency to determine
how often a customer is billed. If you select a user-defined
frequency, then the bill date is equivalent to the user-interface
bill date.
- Cycle Code
- Specify a cycle code to group recurring invoices for creation
at a level lower than frequency. For example, specify cycle 1 to
represent the first week of a month in monthly billing
frequency.
- 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.
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Click Save.