- From the menu bar, select
Sales>>Recurring Charges. The Recurring
Charges screen is displayed.
- This section allows you to add
monthly/weekly or periodic charges to your monthly invoices. To use this
feature you must first set-up the charge and then on a monthly/weekly basis, add the
charges using the Sales>> Add
- Use the down arrow key in the Customer field to select the appropriate customer
account. The screen will automatically populate with existing recurring
charges for that customer.
- To add a new
recurring charge, click on the
button located in the bottom right of the screen.
Enter the quantity
appropriate product code from the code
field. The remaining fields will populate
themselves, except the Update field where
you have the option to update on a weekly, monthly basis, etc.
- Click on the button to exit the screen.