Job Management Creating a New Job Creating a New Job Manually
Creating a New Job Manually (continued)
Recurring Charges Setup
10. 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 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 and filled in by the person generating the Job Invoice.
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.
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