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Bill a customer on a recurring charge

Recurring is recurring billing for your own customers — a monthly retainer, a quarterly service fee, an annual support contract. There is no scheduler behind it: a person raises each period.

You need

• bizsuite.subscriptions.create
• bizsuite.subscriptions.update

Steps

1. Open Recurring and press New recurring charge. Choose the customer, add what is charged each period — as many lines as the arrangement has — and choose how often, the start date and, if there is one, the end date.
2. It is saved as a draft, which can still be edited. Press Start charging once it is agreed; from then on its price is kept for every period, even if your list prices change.
3. The list shows each arrangement’s next charge and its date, worked out by the server from what has already been raised. A banner names what is due today.
4. Open one that is due and press Raise this period. That period’s sales order is created, and the next charge moves on to the following period.
5. Use Pause and Resume for a break, and End when the arrangement stops.

A running arrangement cannot be edited, because a new price would restate every document it has already produced. To change the price, end it and set up the next one.

Related

• Write a quotation and turn it into a sales order
• Read the summary the app opens on