====== Associating a Recurring Fee Type with an Account ======

Before adding a Recurring Fee Type to an account, you will need to create a Recurring Fee Type first. See[[widgets:recurringfees:addingrecurringfeetype| Adding A Recurring Fee Type for more details]].

===== How To Associate A Recurring Fee Type With An Account =====

  - In Liberty Inventory, Lookup the [[tutorial:accountmanagement:lookingupaccount|account]]. \\ {{libertyreact:lib:newitem178.png|NewItem178.png}}
  - Once the Account is open, click on **Task** > **Recurring Fees**. \\ {{libertyreact:lib:newitem177.png|NewItem177.png}} \\ The **Recurring Fees** dialog box opens. \\ {{libertyreact:lib:newitem176.png|NewItem176.png}}
  - Click on **Add** button. \\ {{libertyreact:lib:newitem175.png|NewItem175.png}} \\ The **Recurring Fees** dialog  box opens. \\ {{libertyreact:lib:newitem174.png|NewItem174.png}}
    * Fee Type : Select the fee type that was created under Recurring Fee Types. If you don’t see any options, please see [[widgets:recurringfees:addingrecurringfeetype|Adding a Recurring Fee Type]]. \\ {{libertyreact:lib:newitem173.png|NewItem173.png}}
    * **Start Billing** : This date reflects when the **recurring fee** should start. This cycle does not complete automatically, as all the fees are added to an account within the **Recurring Fees Widget**. Once you process a **recurring fee** to a consignors account, this date is used as a reference as to when the consignor should start being charged a **recurring fee**. \\ {{libertyreact:lib:newitem172.png|NewItem172.png}}
    * **End Billing** : Leave this blank if the **recurring fee** is indefinite, otherwise you can choose a date when the **recurring fee** should cease. \\ {{libertyreact:lib:newitem171.png|NewItem171.png}}
    * **Active** : This sets the **recurring fee** to active. \\ {{libertyreact:lib:newitem170.png|NewItem170.png}}
    * **Preview Transactions** : Select this button to see the dates in which the fee will be applied based on the criteria defined. \\ {{libertyreact:lib:newitem169.png|NewItem169.png}} \\ Select the **OK** button when done viewing the Preview. \\ {{libertyreact:lib:newitem168.png|NewItem168.png}}
  - Click the **OK** button when done. \\ {{libertyreact:lib:newitem167.png|NewItem167.png}}
  - Click the **OK** button to close the **Recurring Fees** dialog box. \\ {{libertyreact:lib:newitem166.png|NewItem166.png}}

Once you add the widget to Liberty, the accounts that you set with a Recurring Fee Cycle will be shown on the Recurring Fee Widget. Please see [[widgets:addingawidget|Adding A Widget]] for more details.

{{libertyreact:lib:newitem165.png|NewItem165.png}}
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:widgets:recurringfees:applyingrecurringfees|Applying a Recurring Fee Deduction to Accounts]]

==== Related Topics ====

[[widgets:recurringfees:assocrecurringfees]]
[[widgets:addingawidget]]
[[setup:maintainmenu:recurringfeetypes]]
[[widgets:recurringfees:applyingrecurringfees]]
[[widgets:widgetsoverview]]
[[widgets:recurringfees:addingrecurringfeetype]]
[[widgets:recurringfees:recurringfeeoverview]]
[[widgets:newtopic54:newtopic55]]
[[widgets:newtopic54:vidmotdwidget]]
[[widgets:newtopic54:vidreminderswidget]]