What is a recurring Fee?
A recurring fee is a fee that can be added to a customer's account and billed on a regular billing cycle. This fee can be applied to utility fees for lighted or electrical units, trash or dumpster fees, monthly equipment rental fees, or fees for other services you offer through your storage unit facility. They can be set to a monthly or yearly billing cycle, beginning on any date in the month.
You can only use the recurring fee to bill dates in the future. If the customer owes you any past months, apply those as a manual one-time fee, and start the recurring fees on their next upcoming billing date.
Charging recurring fees with Auto Pay
You can choose to have these fees billed to the customer's active payment account on file. Once the recurring fees are added to the customer's account, you will see that information below the balance on the customer's profile page.
What should the start date be for a recurring fee?
If you bill your tenants on the 1st and want the fee to bill on the 1st as well, then that should be the start date for your fee. The system will invoice the fee according to your Billing Period settings under Setup > Settings.
How do I make sure this fee is billed automatically?
When adding the recurring fee to the customer's account, there is a checkbox on the recurring fee screen labeled "Automatically Charge Payment Account on File." Make sure this box is checked when setting up the fee, and the fee will be automatically charged to the customer's active payment account on file.
Disable a recurring fee
If you need to disable a fee, go to the customer's profile and click Fees/Products > Recurring Fees in the upper-right corner. This will bring up a list of all current recurring fees. On the right-hand side of the fee, there will be a link labeled "Disable." Click this link to prevent further recurring fees from being added to the customer's account.
Recurring Fees report
You can find which customers have recurring fees applied to their accounts in the Recurring Fees report. Navigate to Reports > Accounting and Financial > Recurring Fees. This will show all of the current recurring fees.
Late/Lien fees do not apply to recurring fees.