Delete Recurring Price Schedule

You can delete a recurring price on active services if the following are true:

• You can only delete the most recent recurring price. If you need to delete a recurring price that is listed below the most recent one in the table under the Recurring Prices detail tab, you must first delete any recurring price above it. After deleting a recurring price, you can then re-create it.

  

  Recurring Prices Detail Tab Table

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

• 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.

Complete the following steps to delete 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 for the most recent recurring price.

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

7. Click Yes on the confirmation window.

   

   Create Recurring Price Window

   The recurring price is removed from the table shown under the Recurring Prices detail tab.

 

 

 

Topic updated: 01/2025.