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Schedule Charges

mikes

08 Dec, 2011 02:59 AM via web

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I'm testing snapbill to see if it's going to work for our company. We need to send bills out quarterly, so I set up schedules. When I try to create a charge with a schedule, I get an error message. Is this feature functional? Thanks.

1. Support Staff 2 Posted by jana on 08 Dec, 2011 07:04 AM

   

   Hi Mike,

   The schedule feature is currently still in testing, so won't be operationally functional for at least a few more weeks. Apologies for this.

   To create a quarterly recurring charge you can follow the steps below:

   • Go to the client's account in SnapBill
   • Click the create charge link in the left navigation menu
   • Enter a charge description and amount
   • Set your charges start date in the first charge field
   • Set the recurrence type to monthly
   • Set an end date for your charge if needed and select that date the charge will recur on.
   • Now enter 3 in the Every dropdown if you want the charge to issue and invoice very 3 months.
   • Click add charge to confirm.

   Remember that a charge is not reusable and is unique to a clients account. If you want to add the same charge to more than one clients account I would suggest adding a service instead. A service is reusable on multiple client accounts can be set to recur every 3 months and gives you the option to bulk edit the service pricing or specifications when added to many client accounts.

   Check out the article below for a description of the differences between services and charges:
   http://support.snapbill.com/knowledgebase/questions/44/Recurring+ch...

   If you have any other questions feel free to drop me an email at support @snapbill.com to discuss. Please included your account username in support email to assist speedy query resolution.

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2. jana closed this discussion on 10 Feb, 2012 12:50 PM.

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