Create a Recurring Transactions

Create a Recurring Transactions

Recurring Transactions can be used to set up ancillary charges such as a daily, weekly, or monthly subscriptions, membership fees, or parking fees the community may offer to charge the residents accounts automatically.

Recurring Transaction Type

  1. Select the Community page
  2. Select Recurring Transactions Tab
  3. Choose the Recurring Transactions Type Sub Tab
  4. Click +New Recurring Transaction Type

  1. Fill Out the information accordingly
    1. Note *Fields with an asterisk (*) are required.


  1. Name* your Recurring Transaction Type.
  2. Description - optional
  3. Repeat Effective Period Rule*: Please select if you want this transaction to cycle by days, weeks, or months.
  4. Repeat effective Value*: will correspond with whatever Repeat Rule you selected. (Example: if you choose Repeat Rule every N Day and your value is 1 the transaction will occur every day).
  5. Search the Item* you want to charge.
  6. Set the following parameters
    1. Customer Type*
    2. Department*
    3. Username*

5. Click Save & Close.

Create a Recurring Transactions

  1. Select the Recurring Transactions Sub Tab
  2. Select +New Recurring Transaction
  3. Fill out the Following information:
    1. Select a Recurring Transaction Type*
    2. Choose the Customer* you want to be charged
    3. Select an Effective Start* and End Date
      1. *Note: You do not need to have an Effective End Date when you create your Recurring Transaction. You can put an end date if you know when the recurring transaction will end.  You can also go back in on a later date and create an effective end date.



  4. Save and Close

    • Related Articles

    • Create a Tax Rule

      If your community needs to calculate multiple tax rates, a new Tax Rule can be created to assign to different items. In addition, if a tax rate changes, an existing tax rule can be updated immediately or set to update on a future date. This article ...

    • Create an Absence Credit

      FullCount allows communities to set up Absence Credits when a resident takes an extended leave. An absence credit automates two processes, generating a credit for the resident’s next bill and applying a charge to adjust the resident’s meal plan ...

    • Create a Back Office Transaction

      Sometimes it may be necessary to create a transaction from the Back Office instead of from the Touchscreen application. When many similar transactions need to be created, it may be quicker to generate batch transactions. Create a Transaction To ...

    • Create a Meal Plan Account

      Many FullCount communities track allowanced resident transactions using meal plans. If your community offers meal plan options, a meal plan account must be created for each resident. If a couple at your community would like to share a meal plan, both ...

    • Create a Printer Group

      Printer Groups allow an item to follow unique printer paths in different departments. (See image above.) New printer groups should only be created when a new printer path is needed, perhaps after a kitchen renovation or when additional printers are ...