RMR stands for recurring monthly revenue. The RMR tab in the customer manager page shows you a list of recurring items linked to this customer's system(s) and/or site(s):
New RMR
to add a new RMR for this customer, click "New RMR" on the right side of the page.
Fill out fields (hyperlink), and click "Save" in the upper right corner to update. The RMR Details Page will appear.
RMR Details Page
From the Customer Manager Page, click the blue number hyperlink to the left of the recurring item you would like to access.
A dashboard of information about the RMR will appear.
Edit
to edit the RMR click edit in the upper right corner, edit fields as desired (hyperlink to new customer recurring page), and click "Save" in the upper right corner to update.
Cancel RMR
If you would like to cancel this RMR, click "Edit" in the upper right corner then click "Cancel RMR" at the top of the page.
A Cancel RMR box will appear. Enter the date you wish the cancellation to occur, enter the recurring reason for cancellng to RMR and click "Save" in the bottom right corner to update:
*Note: Once you cancel a recurring item, it cannot be reopened.
Show Cancelled RMR's
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Check the "Show Cancelled RMR's" box on the right side of the page to view cancelled recurring items:
Generate Recurring Invoice
To generate recurring invoices for this customer click "Generate Recurring Invoice". The steps followed are identical to "Generate Recurrng Invoices" in the Dealer-Level Invoices Page except invoices can only be processed for this customer (hyperlink)
