Monthly Billing

Open this page to enable an account-level recurring charge that applies each billing period. This charge is typically created to recover the cost of a minimum storage agreement, but there is a user-defined option as well.

Creating a charge

1. Go to Home > Business Partners > Accounts.

2. Open an account (or create a new account).

3. Click Monthly Billing on the side menu. A new window displays.

4. Click the plus icon. A popup window displays.

In the new window:

1. Add a description.

2. Click the Type field and select an option.

3. Add a rate.

4. Enter a GL code. (optional)

5. Click Save and then Save Partner.

Managing a record

To update a charge code, select a row and click the Edit icon. To remove a code, click the Delete icon.

Verifying the code

To confirm the monthly minimum charge applies:

1. Open the Invoices page.

2. Create a Renewal Storage invoice.

3. Select the invoice and click Edit.

Davinci shows the monthly charge as a line entry.