RMR Management

RMR (Recurring Monthly Revenue) Management covers several topics surrounding recurring services being invoiced to your customers.  This section covers creating new recurring lines, canceling recurring lines, increasing recurring lines, decreasing r...

Recurring Lines may be canceled by using one of two methods.  If using the Cancellation Queue, all recurring lines are automatically cancelled when completing the cancellation.  Recurring lines may be manually canceled from the Customer Explorer re...

Once a Recurring Line has been saved that may or may not have been previously billed, the  Next Cycle Date  may be changed. A button to the right of a saved Recurring Line,     enables the user to change the Next Cycle Date.  This option coul...

There are three methods for setting up Recurring Lines.  The option selected for setting up the recurring lines depends on your company's own policies and procedures. Setup the recurring lines when initially creating a new customer.   Setup ...

Recurring Lines may be manually decreased from the Customer Explorer; this is considered a  partial cancellation .  Follow the steps below for complete instructions. 1.  Open the Customer Explorer record for which a recurring line will be decr...

Negative Recurring lines may be created to track services that are discounted to a customer or for services that are being provided to a customer at no charge.  Discounts may continue indefinitely or may be setup to end on a particular date.  These...

Once a Recurring Line has been created some of the data fields may be edited and saved.  Below is a list of the fields that may be edited or modified.  The recurring line fields that may not be edited or changed are: RMR Amount Cycle Amount Recu...

Recurring Lines may be manually increased from the Customer Explorer.  Follow the steps below for complete instructions. 1.  Open the Customer Explorer record for which a recurring line will be increased. 2.  From the Customer Tree highlight ...

Included on the Customer Explorer is a tree menu option labeled  Recurring History .  The Recurring History menu option lists the history of all recurring lines linked to a customer at the Site or System level.  A Recurring History tree menu opti...

If you need to find out if RMR is being billed to a Subaccount or to a Master Account, there is a way to narrow that down before opening each RMR Item on each Subaccount.  Master Account Open a Master Account and click on “Subaccounts.” ...