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changes.mady.by.user Regis Bassy Koffi (Unlicensed)

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changes.mady.by.user Jessica Legault

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To modify a recurring charge without having to do it in the profile of each concerned agents, you can follow the instructions below:

  1. Administration > Special Functions > Agents > Recurring charges and Deductions

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  2. Choose Modify a recurring charge in the drop-down menu

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  3. In the section Update of a charge

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    • Choose the Invoice element

    • Choose the Adjustment type

      • Affectation

      • Increase

      • Decrease

      • New frequency

    • Symbol

    • Amount or Percentage (appearsafter the symbol is chosen)

  4. Choose, in the Agents section, those to whom the change should apply

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  5. Click Submit to validate the changes

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Info

For an Increase and a Decrease, it is necessary to add, in the "Amount" section, the difference between the current amount of the fee and the new amount of the fee.
For example, if the fee is currently $300 and the new fee will be $445; you will have to enter $145 in the "Amount" section.

Tip

Done!