<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>Configuration > Billing > Recurring Billing Profiles</strong></p><p><br></p><p><strong>Related Guides:</strong></p><ul><li><a href="https://usehalo.com/halopsa/guides/1976/" rel="noopener noreferrer" target="_blank"><strong>Recurring Billing Profiles</strong></a></li></ul>
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</style><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 12.894%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 53.7241%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="csvprofiles">View/Edit XLS Profiles for Recurring Invoice Lines</td><td style="width: 12.894%;">Button</td><td style="width: 53.7241%; text-align: left;">This opens up a menu for creating and editing XLS Recurring Invoice Line import templates. These are used for importing and updating quantities on Recurring Invoices via XLS/CSV.</td></tr><tr><td style="width: 33.3333%;" id="chooseimportlinesprofile">Import Recurring Invoice Lines</td><td style="width: 12.894%;">Button</td><td style="width: 53.7241%; text-align: left;">Import individual recurring invoice lines, and attach these to existing recurring invoices.<br></td></tr></tbody></table><p><strong><span style="font-size: 14pt;">XLS Import Profile</span></strong></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 12.894%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 53.7241%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="name">Name<br></td><td style="width: 12.894%;">Free Text</td><td style="width: 53.7241%; text-align: left;">The name given to the import profile that is being created.</td></tr><tr><td style="width: 33.3333%;" id="create_new_lines">Create new lines when 'force_new' is true</td><td style="width: 12.894%;">Checkbox</td><td style="width: 53.7241%; text-align: left;">This is enabled when you would like the line import to be able to create new lines, rather than only update existing. To have new lines created the column header "force_new" needs to be included in your import sheet, if the line (row) should create a new line populate this column with TRUE, otherwise leave blank or enter FALSE. Rows on the import sheet with this property will make a new line for the row on your import, regardless of matching. This column heading does not need to be added to the mappings table. <br></td></tr><tr><td style="width: 33.3333%;" id="one_time_charges">Import all lines as one time charge<br></td><td style="width: 12.894%;">Checkbox<br></td><td style="width: 53.7241%; text-align: left;">This setting will treat imported lines as a one time charge, all lines will be treated as a one time charge. This is for the lines added to the recurring invoice that are to be invoiced for that period and then made inactive in the next period.<br></td></tr></tbody></table>
