Adding Recurring Fees to a Customer's Account
Follow the steps below to set up a recurring fee on a customer's account.
1) Log in to your account.
2) Search for and click on your customer's name.
3) Click Fees/Products at the top of the customer's account.
4) Click Recurring Fees.
5) Click Add Recurring Fee.
6) Fill in the information and click Save.
Note that you have the ability to assign a category. This is helpful if you want to track how much monthly income is associated with a specific service.