Choose Recurring Charges
This routine was designed to allow you to choose which recurring charges you would like to become invoices for billing. This option is found on the Recurring Charges sub-menu. You will be prompted:
ENTER THE ENTITY (01) >
Enter the entity ID.
1. ALL CUSTOMERS
2. SPECIFIC CUSTOMERS
3. A RANGE OF CUSTOMERS
ENTER YOUR SELECTION>
Enter 1, 2, or 3. If 1 is entered, all customers with recurring charges will be chosen as of the date specified below.
If 2 is entered, this prompt will appear:
ENTER THE CUSTOMER IDS TO BILL (XXX;XXX;XXX)>
Enter a customer ID. For multiple IDs, separate them with a semi-colon (;).
If 3 is entered, you will be prompted for a beginning and ending customer ID to bill. All customers within the alphabetical ID range will be chosen.
The following prompts will appear for all selections.
ENTER THE DATE TO SELECT CHARGES BY>
Invoices will be created for the customers selected as of the date entered. The system considers the charge beginning and ending dates for the selection process.
ENTER THE INVOICE DATE>
Enter the date to appear on the invoice.
You are then prompted for an output selection for any error listings if needed.
NEXT STEP: List of Chosen Recurring Charges