Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

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

Done!

  • No labels