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Customer - Financial - Recurring Services tab

Service Billing > Customers > Financial > Recurring Services tab

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.

Note: See Creating Recurring Services for an overview of creating and configuring recurring services.

Actions

  • 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.