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.
Steps
This example shows how a recurring service is added while maintaining a customer record.
Create a customer record, if the customer record you want to bill doesn't already exist, by selecting Customers. When you create the customer record:
Ensure the Make Customer an Organization checkbox is checked. This enables you to create billing sets based on machines associated with the organization.
If the customer record was created without an organization, you can create the organization by basing it on the customer record using System > Manage.
Optionally charge by the number of machines included in the service, using billing sets. The fee for a recurring service can be based on a specified set of managed machines called a billing set. Billing sets are specified using a combination of machine groups and views. Billing sets are unique to each customer record, but can be used with any recurring service associated with a customer. Public billing sets can be used with any customer based on public views. Optionally create a new billing set .
Bill when the start date for each time period in the recurring service comes due in Pending Items.
to the customer record using the Customers > Financial > Recurring Services tab or using the Recurring Services page.