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Importing Recurring Charges

Updated

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 NEW charge 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, Day or Year.
  • Is Taxable — YES or NO (required; blank is rejected).
  • Billing Type — New Invoice (create and send a new invoice), Draft Invoice (create a draft) or Invoice 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.