Billing Q&A: Recurring Fee Entry

July 2019    Tags: , ,

We charge one of our clients a fee for the same amount every month. Is there a way to set this up so that we do not have to enter the same transaction every month?

By using a Status of Save in the Fee Entry window, you can create the fee record once and it will be included on all future statements until the transaction is deleted or the Status is changed to Print, which allows it to be included on one last statement.

To set a Fee Status to Save

  1. From the File menu, point to Open and select Fee.
  2. Select the desired Client ID.
  3. Select a Status of S-Save.
  4. Enter all other desired fee information.
  5. Press Ctrl+S.

Now, when you final bill and update this client’s statement, the same transaction will always be included. Each time this transaction is included on a final statement and then updated, the date of the transaction will increment by one month (e.g., if the original transaction has a date of 6/2/19, the following statement will show a transaction date of 7/2/19, and so on).

Note: The Status field is only displayed in the Detail view of the Fee Entry window. If you do not see the Status field below the Description field, clear the Hide Fields check box and/or press Alt+I.

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