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Overview
The Recurring Charges report lists the customers, dates, terms, amounts, distribution codes, and summary details entered for the recurring charges you regularly invoice to customers.
Note: You can print this report only if you select the Process Recurring Charges option on the A/R Options screen.
When to Print
Print the report as a record whenever you add, change, or delete recurring charges.
Information Printed on This Report
The Recurring Charges report can include the following information for each recurring charge in the specified range, depending on options you select at print time:
- The code and description for the charge.
- The customer number and name that uses the charge.
- The last run date, start date, and expiration date for the charge.
- The maximum amount, total invoiced to date, and amount of last invoice issued for the charge and customer.
- The distribution details entered for the charge.
- If you select Schedule, the schedule code and description assigned to the recurring charge.
- If you select Sales Split, the name, code, and percentage of sales for each salesperson assigned to the recurring charge.
- If you select Optional Fields, the optional fields and values assigned to each recurring charge.