A recurring charge repeats for one client on the schedule you choose. Use the form to set up a single charge. To add in bulk, upload a CSV.
Set up a single recurring charge
Go Vendors page
Find the Vendor you want to set up recurring charges for and click [...]
Select Set up recurring charges.
Choose the Organisation this charge is for.
Set the Start date. This is the date the first charge is created, and every future date counts from it.
Set the Client price. This is what the client pays.
Set the List price. If you leave it blank, it is treated as the same as the client price. For your own services, your cost is 0.
Choose the Plan, Frequency, Service Date and Stop Date.
Save.
Rechargly then creates the charge on each due date from the start date onward.
Good to know
A charge that falls on the stop date is still created. The stop date is the last day a charge can be created, not the day after the last one.
If you set a start date in the past, any charge that is already due is created straight away.
Each recurring charge is an ordinary charge, so it follows the same exclusions, foreign exchange, invoicing cycle and practice manager cost sync as any other charge.