How are you managing charge costs each month for varying amounts

[PC Southwest]

Hi,

We supply VoIP to most clients and charge call costs each month which are varying amounts. We currently add these manually each month, but having hit 100 are finding this a chore.

We have tried adding a contract charge to each client as "Call Charges", then only have to go in and add the amount, but again rather manual

How are others managing this?

We have had a thread outstanding for a while but thought a different question may find a solution.

[northwestmsp]

Your process is about as good as it gets right now. Have a contract with pre-build charges, filter by contract prefix and have someone manually update. No great EDI options in CommitCRM for monthly charge changes.

[lpopejoy]

We do a saved charge filter for each product we sell. Filter for unbilled charges for this item, and run it at the end of each month when you do billing. Reconcile your vendors invoice against this. Works really well. I've also used the API to import a CSV and match against the "field1" value of a charge and reconcile automatically. That works really well too.