Customer Explorer Customer Structure Functions Systems System Tree Right-Click Options Recurring
Customer Structure Functions (continued)
System Tree Right-Click Options (continued)
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 and Refresh.
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New Recurring – Selecting this option will open a blank New Recurring form. Typically, Recurring Lines are set up at the Site level if the services for which are being invoiced to the customer do not involve a System or if it is your company policy to set up recurring at the Site level. Typically new recurring lines are set up at the System Level. User permissions are required for this option; 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.
Refresh – Selecting this option will refresh the Recurring Lines list displayed in the Active Pane.