How To: Changing A/R Recurring Charges (12-26)

Overview

This tutorial describes how to modify A/R Recurring Charges.

Step-by-Step

  1. Double-click the recurring charge you would like to modify.
    NOTE: If a recurring charge’s A/R account has been written off, the recurring charge information is displayed, but the account’s customer name will be displayed as ‘***WRITE OFF ACCOUNT***’. These recurring charges will need to be deleted from the selection.

Click image to enlarge.

  1. Make changes to the recurring charge’s information, as needed.

  1. Click the ‘Update’ button to save the changes.
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