Client Management                               How to Create a New Customer

Creating a New Customer/RMR Setup (continued)

Next Cycle Date – Select the next cycle date that this recurring line will begin billing from the drop-down list by clicking the arrow to the right of the field.  If it is needed to back date the start of the recurring prior to the current accounting month, may go back as far as 12 months to begin billing.  Scroll to the bottom of the Next Cycle Date list to locate and select older billing periods.  This field is required.

Memo – The Memo field is used to enter information pertaining to the Recurring Line.  This information prints on certain custom invoice printing forms.  This field is typically used for internal company information.  This information will not print on the customer invoice unless a custom invoice form that prints this field is selected during printing, or the print option of "Print Item Memos" is selected on the Invoice Printing Preferences form.  You may enter up to 2,000 characters of information into this field.  The custom invoice forms that will print the Memo field are:  CS01, CS06 and CS10.  This field is optional.

Reason for Add – Select the RMR reason code from the drop-down list that identifies the reason for the creation of this Recurring Line.  This field is required.

RMR Start Date – Enter the date that recurring services will begin billing for this Recurring Line.  If it is your company policy to prorate Recurring Lines that start after the beginning of the month, this may be accomplished by entering the actual start date of the Recurring Line in this field and then selecting this same month/year in the Next Cycle Date field.  This is a required field.

Comments – This is a free form text field to enter comments specific to this recurring line.  This field is for information purposes only and will only print on certain Custom Invoice formats.  You may enter up to 255 characters of information into this field.  This field is optional.

After entering all required information for the Recurring Line, click the Add button.  The Recurring Line will be displayed in the lower tier of the RMR form.  Continue adding additional Recurring Lines until finished.

Once all information is entered on the RMR form, click on the Custom Fields form to enter additional information related to the Customer, or click on the Next Page link at the bottom of this page.  Depending on your company settings, the last tab to the right of the RMR may be displayed with a different label. 

If the Custom Field tab is grayed-out, your company has either elected not to use the Customer Custom Fields, or the User does not have the appropriate permissions to access the Customer Custom Fields form.  If this is the case, continue on to step 7.

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