Activities > Find Account - Recurring Charge Tab or
Dashboard > Account Search - Recurring Charge Tab
Learn more about the Recurring Charge Tab on the Owner Account page.
Recurring charges are used to add charges to Owner accounts for billing purposes. This Tab lists all recurring charges scheduled to be billed to the account. This Tab can be used to add additional charges or suspend existing charges.
NOTE- Prior to adding a charge, the Recurring Charge must be set up. CLICK HERE for more information on how to set up Recurring Charges.
To Add a New Recurring Charge
Step 1. Locate the Owner Account you need to work with using the Account Search feature on the Dashboard, or via Activities > Find Account.
Step 2. Click the Recurring Charge Tab.
Step 3. Click the Add Recurring Charge hyperlink.
Step 4. Select the correct Recurring Charge from the drop down menu.
Suspend a Recurring Charge
Step 1. Click the Pencil icon.
Step 2. Enter the date through wish the Charge will be suspended.
Step 3. Click the Save button to finalize.
