Use Import Data → Recurring Charges to set up charges that PSS adds to a client’s invoices on a schedule (Section 6). Sample file: sample-recurring-charges-import.csv.
Columns, in order:
-
ID* —
NEW, or the ID from the Recurring Charges export. - Client Name — display name, required.
- Property Id — optional; a property of that client from the Properties export. Blank, or a property that does not belong to the client, means the charge is not tied to a property.
- Property Name, Property Address — for reference only.
- Catalog Name — optional; must exist if given.
- Item Type Name — required; must exist.
-
Quantity, Unit Price — required whole numbers greater than 0 (a price below 1, such as
0.50, is rejected as missing). - Description — required.
-
Start Month (1–12), Start Day (1–28 for monthly charges), Start Year — the first charge date. For a
NEWcharge it must be in the future. The year is required unless you give an end month and day without a year (a charge that repeats every year). - End Month, End Day, End Year — optional, but if you give any of them you must give month and day (and year when the start has a year). The end date must be after the start date.
- Interval Count — a number ≥ 1.
-
Interval Type —
Month,DayorYear. -
Is Taxable —
YESorNO(required; blank is rejected). -
Billing Type —
New Invoice(create and send a new invoice),Draft Invoice(create a draft) orInvoice Template(add the charge to an existing recurring invoice template). -
Invoice Template Id — required when Billing Type is
Invoice Template: the template’s ID from the Invoice Templates export, and it must belong to the same client. - Invoice Template Subject — for reference only.
Note: The Recurring Charges export has one extra column the import does not: Client Id, in the second position. If you export charges to edit and re-import them, delete the Client Id column first, otherwise every value shifts one column to the right and the import fails on the first row.