Charges that can be stored
More info ...
Four types of charges can be stored. They are ..
1.Site Fees
2.Extra Person Sales
3.Extras sales
4.Sundry Sales.
Contract Items
IF YOU ARE ALLOWING PART PAYMENT over time ...
Use the Extras Sales Item Maintenance to Add codes for the periodic payment. Then Process as an "I" type extras sales in the charges grid, then Save as Recurring.
Debits or Credits can be stored.
Multiple charge lines can be stored per recurring entry.
Multiple Scheduled fees can be stored to be processed at different intervals. eg. recurring weekly fees, recurring annual charges.
All other types of charges are ignored and will not be saved to the template. There is no point anyway to store deposits etc. Power charges have their own program to do a similar thing and power meter readings are required.
When the Recurring Sales program is run, UniRes uses the Last Paid to Date to determine the next paid-to-date based on the quantity in days being charged, as defined in the stored template. It is important to match the Frequency of the Recurring Charge to the number of days you charge .
Note that the monthly cycle will use the number of days in the month as the quantity days of the charge and the charge amount will be the charge amount saved to the template.
Stored Extra Persons Sales
Extras sales and Sundry sales : These work as per normal. The amounts will be calculated from file dynamically each time you process the charge.
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