Client Management Customer Explorer Customer Structure
Customer Structure
System Tree Right-Click Options
When highlighting the Recurring menu option within the System Tree, the Active Pane will display a list of all active Recurring Lines created for the Site. Right-clicking on the Recurring menu option will display a list of the following options: New Recurring, Create Cycle Invoice Now, Refresh and Include Past Canceled.
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New Recurring – Selecting this option will open a blank New Recurring form. Typically, Recurring Lines are set up at the System level; if the services to the customer do not involve a System or if it is your company policy to set up recurring at the Site level, this is allowable if the Site Level Recurring option is enabled in SedonaSetup/AR Setup Processing. User permissions are required to create new recurring lines; if the User does not have permission to use this function, this option will be grayed-out.
Create Cycle Invoice Now – This option allows the User to generate a Cycle Invoice batch for this one customer. User permissions are required for this option; if the User does not have permission to use this function, this option will be grayed-out.
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