The Recurring Services tab associates a recurring service with a customer record. 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.
New - Add a new recurring service to this customer record.
Edit - Edits a selected recurring service for this customer record. Changes only affect subsequent billings.
Delete - Deletes a selected recurring service from this customer record.
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.
Note: See Recurring Services for a detailed description of creating and editing a recurring service.
Note: Recurring service categories display as an extra column on this tab. They can only be assigned to services using the Recurring Services Catalog page.
