Modify a recurring charge

Owned by Regis Bassy Koffi (Unlicensed)
Last updated: Oct 18, 2023 by Jessica Legault
2 min read

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

     

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

     

  3. In the section Update of a charge

     

    • 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

     

  5. Click Submit to validate the changes

 

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.

Done!