Create New Charge

INFO

Before creating a new Charge it is recommended that you first create the Invoice Item(s) that will be assigned to the Charge.

For information on creating an Invoice Item please see the Invoice Items topic

To create a new Charge, please follow the steps below:

Enter the information for the Charge as follows:

CDR2Cloud - Create Charge Form

Disabled	Enable or disable the Charge.
Charge Name	The Name of the Charge.
Description	The Description of the Charge. Enter a description that allows some one else to easily understand how to use the charge.
Charge Type	Select whether the Charge will be a 'One Time', 'Payment Plan' or 'Recurring' Type.
Monthly Cycle	Enter a number to define the monthly cycle for applying the Charge to customer. For monthly enter 1, for bi-monthly enter 2.
Start Date	Enter the date you would like the Charge to start.
End Date	Enter the date you would like the Charge to end. IF the Charge has no end Date leave this field empty.

Click the [Save Charge] button to save the Charge

CHARGE TOPICS

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