Would like to have a master table for managing recurring charge codes, just like we do for Account Sets, Billing Cycles, Distribution Codes, Items, and so on.

Currently, we have to create the Recurring Charge Code AND assign it to a customer.

by: Allan O. | over a year ago | Financial Management

Comments

• AR Recurring Charges

  by: Allan O. | over a year ago

• Would like to have Recurring Receivables just list Recurring Payables. Would also like to have Recurring Receipts. We have rental income and same deposits each month.

  by: cristina g. | over a year ago

• Also, we need customer wise setup for miscellaneous charges. Just like we have 1% discount field on Order Entry and Invoice accordingly. we can charge % on Invoice Total before Tax.

  by: Anil S. | 9 months ago

• Is the option available in latest version of 2025? I mean customer wise setup for miscellaneous charges.
  I suggest make option available same as ____% discount field on Order Entry/Invoice page. Can we charge ___% on Total before Tax?

  by: Anil S. | 28 days ago