Recurring Charges - Revision history

Dina: /* See Also */

2021-06-27T10:49:49Z

Dina at 13:37, 8 July 2020

2020-07-08T13:37:02Z

Dina at 13:55, 22 March 2020

2020-03-22T13:55:02Z

← Older revision		Revision as of 13:55, 22 March 2020
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	If you already use the [[Email_Connector\|Email Connector]] or [[Alerts_Server\|Alerts Server]] then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do besides defining the Recurring Charge Templates.		If you already use the [[Email_Connector\|Email Connector]] or [[Alerts_Server\|Alerts Server]] then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do besides defining the Recurring Charge Templates.

	For installation instructions please review the [[~~Install_CommitCRM_Server_Service~~\|Service Setup Guide]].		For installation instructions please review the [[Install Server_Service\|Service Setup Guide]].

	==Configuring a recurring Charge Template==		==Configuring a recurring Charge Template==

Dina at 12:03, 4 November 2018

2018-11-04T12:03:52Z

← Older revision		Revision as of 12:03, 4 November 2018
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	[[File:Recurring_charge_privileges.png]]		[[File:Recurring_charge_privileges.png]]


			==See Also==
			*[[Billing]]
			*[[Items]]
			*[[Contracts]]
			*[[Charges FAQ]]
			*[[Taxes FAQ]]
			*[[Recurring Tickets]]
			[[Category:User Manuals]]
			[[Category:Billing]]

Dina: /* Recurring Settings for Charge Template */

2018-11-04T12:01:05Z

Recurring Settings for Charge Template

← Older revision		Revision as of 12:01, 4 November 2018
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	==Recurring Settings for Charge Template==		==Recurring Settings for Charge Template==
	Set the Charge recurrence cycle, i.e. how often and at what exact time of day the Charge will be created. For example:		#Set the Charge recurrence cycle, i.e. how often and at what exact time of day the Charge will be created. For example:<br>''Monthly, every month on 10 day of the month at 9:00 AM.''<br>The options change dynamically depending on whether you choose Daily, Weekly, Monthly, Annual type.
	Monthly, every month on 10 day of the month at 9:00 AM.		#Set the expiration date for the Recurring Charge. After this date the Charge will stop being created. ‘Never Expire’ means that the Charge will keep being created for an unlimited time.
	The options change dynamically depending on whether you choose Daily, Weekly, Monthly, Annual type.
	Set the expiration date for the Recurring Charge. After this date the Charge will stop being created. ‘Never Expire’ means that the Charge will keep being created for an unlimited time.

			[[File:Recurring_charge_settings.png]]

			==Permissions:==
			Managing Recurring Charge Templates requires the following permissions:<br>Charges, Charges Finance, Other Employees' Charges,Contract Finance

	\|		[[File:Recurring_charge_privileges.png]]

Dina at 09:24, 1 November 2018

2018-11-01T09:24:29Z

@@ Line 14: / Line 14: @@
 ==Recurring Charges vs. Contracts and Contract-price Charges==
-In some case the new Recurring Charges feature may be used instead of Contracts and Contract-Price Charges.
+In some case the new Recurring Charges feature may be used instead of [[Recurring_Contracts|Contracts]] and [[Contract-Price_Charges|Contract-Price Charges]].
 Recurring Charges represent an alternative method to support automated recurring billing. They are easy to manage and track, and they are great when used for the correct use case.
@@ Line 43: / Line 43: @@
 This Windows service must be installed on your server and must be running at all times in order for this feature to work.
-If you already use the [[Email Connector|Email_Connector]] or [[Alerts Server|Alerts_Server]] then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do besides defining the Recurring Charge Templates.
+If you already use the [[Email_Connector|Email Connector]] or [[Alerts_Server|Alerts Server]] then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do besides defining the Recurring Charge Templates.
-For installation instructions please review the Service Setup Guide.
+For installation instructions please review the [[Install_CommitCRM_Server_Service|Service Setup Guide]].
 ==Configuring a recurring Charge Template==
@@ Line 53: / Line 53: @@
 The recurring Charges are based on the templates that can be updated at any time and will affect the Charges created on the next cycle.
 In other words, you can change the quantities and/or price during the billing cycle, so next time a new Charge is scheduled to be created from the template, the new price/rate/quantity will apply.

Dina at 16:17, 31 October 2018

2018-10-31T16:17:39Z

← Older revision		Revision as of 16:17, 31 October 2018
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	'''Note''': Customer may have Contracts running and Recurring Charges running.		'''Note''': Customer may have Contracts running and Recurring Charges running.
	The two do not conflict and each offers its advantages depending on the case.		The two do not conflict and each offers its advantages depending on the case.

			==Setting up the Recurring Charges==
			Recurring Charges are automatically created by the 'CommitCRM Server' Windows service.

			This Windows service must be installed on your server and must be running at all times in order for this feature to work.

			If you already use the [[Email Connector\|Email_Connector]] or [[Alerts Server\|Alerts_Server]] then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do besides defining the Recurring Charge Templates.

			For installation instructions please review the Service Setup Guide.

			==Configuring a recurring Charge Template==

			Recurring charge templates can be managed using the main Charges window. You can also review customer specific templates under the customer Account Charges tab.

			The recurring Charges are based on the templates that can be updated at any time and will affect the Charges created on the next cycle.
			In other words, you can change the quantities and/or price during the billing cycle, so next time a new Charge is scheduled to be created from the template, the new price/rate/quantity will apply.

Dina: Created page with "{{usermanualbilling}} ==Introduction== The Recurring Charges is an automated way to charge your customer for recurring services that do not require any additional overhead ac..."

2018-10-24T14:06:33Z

Created page with "{{usermanualbilling}} ==Introduction== The Recurring Charges is an automated way to charge your customer for recurring services that do not require any additional overhead ac..."

New page

{{usermanualbilling}}

==Introduction==
The Recurring Charges is an automated way to charge your customer for recurring services that do not require any additional overhead activities.

The Recurring Charges can be used to automatically charge customers for:
*monthly 365 subscriptions
*yearly domain renewals
*monthly hosting services
*yearly antivirus renewals

You can manage any number of recurring charges under each customer account.

==Recurring Charges vs. Contracts and Contract-price Charges==

In some case the new Recurring Charges feature may be used instead of Contracts and Contract-Price Charges.

Recurring Charges represent an alternative method to support automated recurring billing. They are easy to manage and track, and they are great when used for the correct use case.

===When to use Recurring Charges and when to use Contracts?===

<u>Use Contracts with Contract-Price Charges in the following cases:</u>

*When you need to track and limit time usage or total amount for the certain period (e.g. using the blocks of time or money).
*When your need to carefully decide what’s “covered” using Custom billing options as well as define billable-flag settings.
*When you need to assign tickets to specific billing arrangements (i.e. Contracts) and have special rates and prices.
*When the customer pays for a service agreement that additional activity may be reported on using labor, parts or expense charges.

<u>Use Recurring Charges in the following cases:</u>

*When the recurring charge at hand represents a granular service or product the customer pays for (e.g. domain name renewal or monthly hosting plan) unlike paying for an agreement or service contract that may cover additional activity logged by your team using charges.
*When the recurring charge at hand is not covered under the existing contract

'''Note''': Customer may have Contracts running and Recurring Charges running.
The two do not conflict and each offers its advantages depending on the case.

← Older revision		Revision as of 10:49, 27 June 2021
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	==See Also==		==See Also==
	*[[Billing]]		*[[Billing]]
			*[[Charges]]
	*[[Items]]		*[[Items]]
	*[[Contracts]]		*[[Contracts]]

← Older revision		Revision as of 13:37, 8 July 2020
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	==Setting up the Recurring Charges==		==Setting up the Recurring Charges==
	Recurring Charges are automatically created by the '~~CommitCRM~~ Server' Windows service.		Recurring Charges are automatically created by the 'RangerMSP Server' Windows service.

	This Windows service must be installed on your server and must be running at all times in order for this feature to work.		This Windows service must be installed on your server and must be running at all times in order for this feature to work.

	If you already use the [[Email_Connector\|Email Connector]] or [[Alerts_Server\|Alerts Server]] then you can skip this section as the ~~CommitCRM~~ Server service is already installed and there is nothing more you need to do besides defining the Recurring Charge Templates.		If you already use the [[Email_Connector\|Email Connector]] or [[Alerts_Server\|Alerts Server]] then you can skip this section as the RangerMSP Server service is already installed and there is nothing more you need to do besides defining the Recurring Charge Templates.

	For installation instructions please review the [[Install Server_Service\|Service Setup Guide]].		For installation instructions please review the [[Install Server_Service\|Service Setup Guide]].
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	\|-		\|-
	\| A Contract Series		\| A Contract Series
	\| ~~CommitCRM~~ will automatically pick the currently active Contract from the series when adding new recurring Charge to the Account.		\| RangerMSP will automatically pick the currently active Contract from the series when adding new recurring Charge to the Account.
	(*) If no valid Contract will be found, the system will create the Charge linking to the System Global Contract.		(*) If no valid Contract will be found, the system will create the Charge linking to the System Global Contract.
	\|-		\|-
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	\| Stage Not Billed / Billed		\| Stage Not Billed / Billed
	\|The default option is to create the Recurring Charge as '''Not Billed'''.		\|The default option is to create the Recurring Charge as '''Not Billed'''.
	The Charge may be automatically marked as Billed by the system once an Invoice was created in QuickBooks/Xero based on the billable charges in ~~CommitCRM~~ (see [[Charges#~~Using_CommitCRM~~-QuickBooks_Link\|Using-QuickBooks Link]])		The Charge may be automatically marked as Billed by the system once an Invoice was created in QuickBooks/Xero based on the billable charges in RangerMSP (see [[Charges#Using_RangerMSP-QuickBooks_Link\|Using-QuickBooks Link]])
	The Recurring Charge can be automatically created as Billed, in case its '''Billing Status''' was set as ‘''Billable''’		The Recurring Charge can be automatically created as Billed, in case its '''Billing Status''' was set as ‘''Billable''’
	This will make the Charge read-only and will prevent it from being billed again or modified.		This will make the Charge read-only and will prevent it from being billed again or modified.