Setting up a new Recurring Bill Comment

1. Select System Tools > Database Setup > Customer & Billing Data > Recurring Bill Comments.

2. Select 'New'.

3. Enter Title and Comment.

4. Enter Recipients.

Often, it is not appropriate for every customer to receive a particular comment. To control which customers receive a comment, make a selection from the Recipients dropdown box. Click 'Update' when a selection method to specify the filters has been chosen.
Select 'Simple' to filter customers in a way similar to the Customer List. Make the filter selections and click 'Search' to preview the records that will be selected. Click 'Report' to return to the comment.
Select 'Advanced' to use a SQL-based selection method. Click 'Run Query Builder,' then 'Filter' to open the Filter Editor, and click 'Preview Results' to see which records would be selected by the chosen filters. Query Builder will create SQL code to apply the chosen filters. Click 'OK' to accept the query, then 'Finish' to return to the comment.
To create a comment that will only go to one recipient, either select 'Simple' and enter the customer’s name (copy and paste to ensure accuracy) into both fields of the 'Name Range' filter, or select 'Advanced' and create a filter for Account Number = [customer’s account number].

Note: BMS Statements has an intuitive bill comment process that acts separately from Recurring Bill Comments. If BMS Statements bill comments are currently in use, or would like to be used, ensure that Recurring Bill Comments are not also enabled to prevent duplicate comments.
See Billing Process for more information.

5. Click 'Update'.

6. Select 'Submit'.

7. 'Save'.