Job Management                                Creating a New Job                               Creating a New Job from a Prospect

Creating a New Job from a Prospect (continued)

Recurring Charges Setup

17.  The Recurring form is used to create a list of Items that will be invoiced to the customer for recurring services.  The field Sub Item of is used if recurring lines are to be "rolled-up" on the customer invoice.  In the example below the Sub Item of has been set to Mon for both recurring lines.  When the customer is invoiced, all recurring lines with the same Sub Item of code will be group together and the services description that will display on the invoice with be the description of the Sub Item of code.

The Cycle Start date may be entered if it is known when the recurring services will be activated.  If a date is entered into this field, this will default into the Job Invoice as the activation date; this date may be overridden when creating the invoice.  Typically this field is left blank and filled in later by a staff member that has confirmed that the System has been activated.

When a Job is created from a Prospect, the Recurring lines will automatically fill in from the recurring Sales Items set up on the Opportunity record.  These Recurring lines may be modified or changed if necessary.  Additional Recurring lines may be added.

Once saved, Recurring Charges will display in the Sales Summary form.

Once recurring services have been invoiced on a Job Invoice, the recurring line(s) will be activated and appear in the Customer Explorer record and will begin to bill with the next eligible cycle invoice batch.

  Once Recurring Charges have been invoiced through Job Invoicing, they cannot be re-invoiced.  As stated in the previous paragraph, the invoicing of Recurring Charges sets up the Recurring Lines on the Customer's Account to be billed through the Cycle Invoicing program.  If the Recurring Charges were invoiced incorrectly through Job Invoicing, you would create a manual credit memo and apply it to the invoice; you will not be able to re-invoice those service again through Job Invoicing.  To correct invoicing errors for Recurring Charges, you would need to create a Miscellaneous Invoice for the recurring charges. 

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