Create Recurring Price Schedule

You can schedule recurring price changes for recurring prices on active services.

Review the following information about scheduling recurring prices before you begin:

• The recurring service must be Active. In addition, when the service was originally ordered, the service (product) was configured with the Price Override checkbox selected. Refer to Products Module for more information about creating products and configuring the Price Definition using the Price Override option.

• The scheduled recurring price can be edited or deleted as long as the recurring price has not been billed. You cannot delete the scheduled recurring price if the bill cycle is running.

• For existing scheduled recurring prices, you can only edit the price change value and the pricing attributes on the price. If you need to edit the price schedule for a scheduled recurring price that is not the latest price, you will need to delete the other scheduled recurring prices until the price you wish to edit is available for deletion. After deleting that price, you can then add a new scheduled recurring price, as well as add any of the other scheduled recurring prices that you deleted.

• The scheduled recurring price includes the following configurations:

  • Price Schedule: Sets the number of service periods when the previous price is active. Previous price start and end dates are calculated based on the number of service periods entered.

  • Price Change: Sets a new price.

  • Price Attributes: Sets the billing configuration.

• The Enable support for scheduled recurring prices for active services (Service category) system must be set to TRUE. This system setting is controlled by Gotransverse. Please contact Gotransverse Technical Support for more information.

• The Maximum number of unbilled scheduled recurring prices on a service (Pricing category) system setting sets the maximum number of future (scheduled recurring prices that have never been billed) scheduled recurring prices that can be set on a service at one time. Refer to System Settings in the Admin section for more information about how to set system settings.

Complete the following steps to create a recurring price on an active Service:

1. Select Customer Billing from the Gotransverse application menu .

   You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.

2. Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

   To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name or number. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the name or number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Customers Window

   Click the icon in the left pane to hide it. Click the icon to open it.

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

   

   Customer Summary Window

4. On the Account Details window, click the Services tab to open a Services window that displays all services relating to this customer account.

   

   Account Services Window

   NOTE: If you use the Avalara Communications Tax processor, the Recurring Services and One-Time Services tables will include a Tax Mode column showing how the service was configured for tax: Tax Exclusive, Tax Inclusive, or No Tax.

5. Select the Service you wish to add a recurring price schedule to open the Service Details window.

   

   Service Details Window - Recurring Prices Detail Tab

6. Under the Recurring Prices detail tab, click the Create button to open the Create Recurring Price window.

   The first item listed is the original recurring price for this service.

7. On the Create Recurring Price window, enter the required and relevant information:

   

   Create Recurring Price Window

   Required fields are marked with an asterisk.

   • Previous Price Start Date -- To add a scheduled recurring prices you first need to schedule when the previous scheduled recurring prices will end. This value displays the start date of the previous price.

   • End Date for Previous Price/Start Date of New Price — This value is calculated by the system once you set the duration that you would like the previous price to be active.

   • Duration in Number of Service Periods the Previous Price is Active* — Enter the number of service periods that the previous recurring price should be active.

      

   • Previous Price — Includes the currency used for this Service. Not edible. Displays the previously set recurring price.

   • New Price* — Includes the currency used for this Service. Enter a new recurring price to use for the service periods specified in the Duration in Number of Service Periods the Previous Price is Active* field.

   • Billing Type* — Select either Bill in Advance or Bill in Arrears.

   • Prorate on Cancel checkbox: — If selected, the amount charged for the service period including the deactivation date will be reduced by the prorated amount from the day following the deactivation date to the end of the service period. If the service has usage rule(s) with an allowance, the allowance amount will be prorated for the final service period.

   • Additional Bill in Advance Quantity — If Bill in Advance was selected as the bill type, enter a value in this field if you would like the application to bill a number of additional service periods in advance for a service.

   • Additional Bill in Advance Period — If Bill in Advance was selected as Billing Type, and you have filled in the Additional Bill in Advance Quantity field, select the recurrence periods from the drop-down list. You can also type in the first letter of the period to filter the list. For example, type “M” to filter for Month.

8. Click Create to create the recurring price and close the window. The new recurring price will be listed under the original recurring price.

   

   Service Details Window - Recurring Prices Detail Tab and New Recurring Price

 

 

 

Topic updated: 01/2025.