Job Management                                Creating a New Job                               Creating a New Job Manually

Creating a New Job Manually (continued)

Recurring Charges Setup

12.  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 Lease for all 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 until the actual activation date is provided my the Installer.

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

Once Recurring Charges 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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