The Recurring Services page manages recurring service associated with customer records. Recurring services are billed by recurring calendar time period. You do not report actuals by recording billable entries against a recurring service. The service is delivered continuously throughout the entire time period.
Once a recurring service is added to a customer record, that instance of the recurring service can be changed from the default values defined in the Recurring Services Catalog.
A recurring service can be added to a customer record with or without reference to a sales order.
Recurring services do not require a work order, which manages only labor, parts, expenses, and general billable items.
A customer-assigned recurring service begins generating billing lines after its Start Billing date occurs.
The fee for a recurring service can be based on a specified set of managed machines called a billing set or the fee can be based on a fixed quantity. The choice of using billing sets or quantity to calculate fees cannot be changed after associating an instance of the recurring service with a customer.
A recurring services billable entry that is due for billing does not display in the Pending Items page until the recurring services has been "harvested" using the Application Settings > Schedule tab.
Edit - Edits a selected recurring service. Changes only affect subsequent billings.
Delete - Deletes a selected recurring service.
Billing History - Displays a history of all billing events a selected recurring services.
Preview Billing - Displays a dialog that shows what the billing would be if billed at that moment in time.
- Click this icon to display a list of standard options.
Export - Generates a CSV file of user data provided by the page that you can download. Options include All, Selected, Current Page.
Refresh - Refreshes the page.
Reset - Clears any filtered set on this page.
Note: Recurring service categories display as an extra column on this page. They can only be assigned to services using the Recurring Services Catalog page.
Adding / Editing a Recurring Service
General tab
Customer - The customer name.
Recurring Service - The standard name for the recurring service selected from the Recurring Service Catalog. Optionally adds a new standard recurring service.
Service Name - The name of this instance of the recurring service associated with the customer.
Active - If checked, the service is active. An active recurring service associated with a customer record generates billings.
Service Description - A description of the recurring service.
This service is Taxable - If checked, this service is taxable.
Initial Fee tab
This service has an Initial Fee - If checked, a one-time fixed fee is added to the first billing for this recurring service.
Description - A description of the initial fee.
Fee Amount - The amount of the initial fee.
Override Setup Fee Accounting Options - Displays only if Allow Overrides is checked on the Configuration page. If checked, you can override the default external account code and external class name mapped for an item or fee. If Use Classes is not checked on the Configuration page, then only external account codes can be overridden.
Default Account Code - The product and service code this item or fee is mapped to in the external accounting package.
Default Account Class - The class name this item or fee is mapped to in the external accounting package.
Recurring Fee tab
Fee Amount - The unit fee. This fee is multiplied by the billing set or quantity.
Flat Fee Amount - An additional fixed amount added to the recurring fee calculation.
Description - A description of the recurring fee.
Override Recurring Charge Accounting Options and Override Flat Fee Charge Accounting Options - Displays only if Allow Overrides is checked on the Configuration page. If checked, you can override the default external account code and external class name mapped for an item or fee. If Use Classes is not checked on the Configuration page, then only external account codes can be overridden.
Default Account Code - The product and service code this item or fee is mapped to in the external accounting package.
Default Account Class - The class name this item or fee is mapped to in the external accounting package.
Billing and Tax tab
Billing Frequency - The fixed calendar period used to generate recurring billings.
One of two fields display, depending on the standard recurring service selected from the Recurring Services Catalog.
Billing Set - A billing set specifies a set of machines associated with an organization (customer) used to calculate billing charges. Optionally add a new billing set.
Note: If the customer record was created without an organization, you can create the organization by basing it on the customer record using System > Manage.
Quantity - Enter a fixed quantity to multiply the Fee Amount.
Start Billing On - The start date to begin delivering service to the customer. The first billing for this service can be generated on this date.
This service has an End Date - If checked, the delivery of this service has a fixed end date.
End Billing On - The date to end the delivery of service to the customer.
- Click this icon to display a list of standard options. 
a new standard recurring service.