The Recurring Billing Setup interface is available to all orders, especially those that have a Move Type mapped for storage items.  Access to the interface is available through the Billing Information tab.

 

Figure 1: Recurring Billing Setup interface

 

 

The menu present near the top of the General Information tab will allow a user to select from a list of billing records belonging to the order along with the options to create a new record and rename or delete an existing billing record.

 

Figure 2: Billing record options in Recurring Billing Setup

 

A user will be able to easily view all activities that affect the billing record and all related billing items within the Activity tab. 

 

Figure 3: Activity tab within Recurring Billing Setup

 

The Order Notes tab allows a user to quickly create and access note information directly from within Recurring Billing Setup.

 

Figure 4: Order Notes tab within tab within Recurring Billing Setup

 

 

Read On:

Billing Items

Creating a Storage Billing Record

Ending Recurring Billing