Creating customer recurring add-on charges

  1. Select Manage Processing > Customer Recurring Invoices.
  2. Open a customer invoice record.
  3. On the Add On Charges tab, click Create.
  4. 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.
  5. Click Save.