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#50737 - 08/10/16 10:57 AM AR - Updating Recurring Charges
WendyHe Offline
Casual

Registered: 11/05/12
Posts: 12
Loc: BC, Canada
I have existing recurring charges batches. But there are a few changes to it: adding one new customer to the recurring charge, and deleting another one.

I put the recurring charge in the customer's profile tab "recurring charges". However, the recurring charges I created through maintenance has not updated the changes. I had to manually chang the batch. I did it twice already.

Is there something I missed? Any way to update the existing recurring charges?

Thanks.

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#50746 - 08/11/16 11:35 AM Re: AR - Updating Recurring Charges [Re: WendyHe]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11564
Loc: Vancouver, BC Canada
Hi, Wendy,

If you look at a customer record having this Recurring Charge, what are the current values in the Amount field (column)? If zero, then they cannot be increased using the Update Recurring Charges function in the Maintenance menu. If a non-zero value, the amount is updated and when you create next create a new recurring charge batch, the changes will be reflected in it.
_________________________
Regards,
Softrak Tech Support

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#50862 - 08/29/16 10:48 AM Re: AR - Updating Recurring Charges [Re: Softrak Support]
WendyHe Offline
Casual

Registered: 11/05/12
Posts: 12
Loc: BC, Canada
Sorry, I got busy and forgot to track the reply.

I double checked the amount in customer files, the current values for active customers have non-zero values. And I have deleted recurring charge items completely from the inactive customers.

The newly created recurring charge batch cannot capture the new recurring charges, but did remove the non-existing ones from the batch.

Any idea?

Wendy

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#50874 - 08/29/16 03:59 PM Re: AR - Updating Recurring Charges [Re: WendyHe]
WendyHe Offline
Casual

Registered: 11/05/12
Posts: 12
Loc: BC, Canada
Problem solved! Thanks to Jenny, our consultant.

She found that I accidentally entered a maximum amount for that client.

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