Recurring Charges are transactions used to invoice periodic charges. Usage example:
- A Customer pays each month for delivery of the same quantity of firewood.
- The store keeps a copy of the Recurring Charge invoice for the wood in the separate Recurring Charges Transaction Data file (along with other monthly recurring charges transactions).
- When the transactions are due each month, the Clerk runs the Process Recurring Transactions function from the Sales Manager Special Menu to convert a copy of the Recurring Transactions into Sales Invoices.
The Recurring Charges Sales Transaction Type is not enabled by default. Recurring Charges and their payments are saved to a separate data file (KSTRREC.DAT). Credit Card payments are stored by the Keystroke Payment Module in the file KPREC.DAT (unless processing with Cayan and using the Cayan Vault to store credit card information). When Recurring Charge transactions are created, credit card numbers and expiration dates are entered, and the Payment Saved message is displayed to confirm the payment is available for future processing, but is not yet being charged. Other Sales Payment Types, such as On Account, do not display this message.
Setup Screen Default Settings - Setting / Default / Status:
Enabled / OFF / May be changed
Name / Recurring Charge / May be changed
Menu Name / Rec&urring Charge / May be changed
Short Name / RecChg / May be changed
Abbreviation / REC / May be changed
Description / For periodic recurring Invoices / May be changed
Next Number From / Recurring Charge / May be changed
Data File / KSTRREC.DAT / May be changed
Save Payments To This File / ON / May be changed
Directory / NULL / May be changed
GL Payment Posting / Non-Posting / May be changed
Hot Key / [Ctrl]+[U] / May be changed
Security Levels /see Default Sales Transactions Security Levels
Entry Parameter Default Settings - Setting / Default / Status:
Qty Only / ON - Qty / May be changed
OnOrd/Ship / OFF - OnOrd Ship / May be changed
TotQ/TShip / OFF - TotQty TotShp / May be changed
List/MrkDn / OFF - Mark-Down / May be changed
Cost Profit / OFF - Profit / May be changed
Default Mode / Qty Only / May be changed
OnOrd To Shipped / Never / May be changed
OnOrd/Ship - Display Ship Totals / Not Available / N/A
Auto-Fill Shipped Qty On New Lines / OFF / May be changed
Auto-Fill Shipped Qty On New Edit / OFF / May be changed
Detail Box / Line Item Comment / May be changed
Disable Customer Display / OFF / May be changed
Customer History - Start Date / 0 / May be changed
Customer History - Show on Customer History Screen / ON / May be changed
Customer History - Warn if Existing Transaction / ON / May be changed
Customer History - Load Customer Line Item History / ON / May be changed
Customer History - Warn if Item on Existing Transaction / ON / May be changed
Complete Sale Parameter Default Settings - Setting / Default / Status:
Fields to be displayed:
Order Number / ON / May be changed
Salesperson / ON / May be changed
Discount / ON / May be changed
Shipping / OFF / May be changed
Editable Tax / OFF / May be changed
On Account / ON / May be changed
Payments / ON / May be changed
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Default Entry Fields (to which the cursor automatically navigates):
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Order Number / OFF / May be changed
Salesperson / OFF / May be changed
Discount / OFF / May be changed
Shipping / OFF / May be changed
Prompt for Payment / OFF / May be changed
Select Payment / OFF / May be changed
Edit Pay Date / OFF / May be changed
Confirm Totals / OFF / May be changed
Support Print Immediately / OFF / May be changed
Other Complete Sale Parameters:
Allow Credit Payments / ON / May be changed
Min Payment / 100% / May be changed
Don't Give Back Change / OFF / May be changed
Give Change On Partial Shipment / OFF / May be changed
Update Parameter Default Settings - Setting / Default / Status:
QOH / OFF / May be changed
Qty Allocated / OFF / May be changed
Qty On Layaway / OFF / May be changed
Total Sold / OFF / May be changed
Last Sold / OFF / May be changed
Last Shipped / OFF / May be changed
Amount Due / OFF / May be changed
Total Purchased / OFF / May be changed
Last Purchase Date / OFF / May be changed
Back Order List / OFF / May be changed
Save Parameter Default Settings - Setting / Default / Status:
Convert When / Manual Only / May be changed
Convert To / Not Available / N/A
Prompt Before Converting / Not Available / N/A
Keep Number When Converted / OFF / May be changed
Don't Save Shipped Qty / OFF / May be changed
Copy Shipped Items to New Sale /Not Available / N/A
Print New Invoice / Not Available / N/A
Delete Filled Line Items / Not Available / N/A
Delete Completed Transaction / Not Available / N/A
Archive To / None / May be changed
Reload Prices When Editing / OFF / May be changed
Reload Avg Cost When Editing / ON / May be changed
Use Current Date For Sales Tax / ON / May be changed
Rev Trans - Tax On Orig Date / OFF / May be changed
Recalc Shipping When Editing / OFF / May be changed
Ignore Purge Immediately / OFF / May be changed
Manual Conversion To: (based on Transaction Type that have been Enabled)
Sales Invoice / ON / Can be changed
Layaway / OFF / Can be Changed
Sales Order / OFF / Can be Changed
Quote / OFF / Can be Changed
On Hold / OFF / Can be Changed
Rental / OFF / Can be Changed
Gift Registry / OFF / Can be Changed
Special Order / OFF / Can be Changed
Service Order / OFF / Can be Changed
Recurring Charges / Not Available / N/A
Not Used / OFF / Can be Changed
Archives / OFF / Can be Changed
See:
Sales Transaction Types - Setup Screen
Configuration Manager Contents