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Setting Up Products with Recurring Prices


Some products involve recurring prices. For example, customers pay a monthly fee for telephone service. For more information, see the topic about multiple price types in Pricing Administration Guide.

To set up a product with recurring prices

  1. Navigate to the Administration - Product screen, then the Products view.
  2. In the Products list, select the desired product.
  3. In the More Info form, click the Show More button.
  4. Confirm that the fields are filled out appropriately, as described in the following table:
    Field
    Comments

    Price Type

    Confirm that this is set to Recurring.

    Unit of Measure

    Confirm that this is set to an appropriate value for a recurring price, such as Per Month.

    Service Product

    Confirm that this check box is selected.

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