Skip to main content

Troubleshooting Recurring Charges Saving as One-Time Charges (CRM)

This guide helps you resolve issues where recurring charges are incorrectly saved as one-time charges in the CRM billing module.

Symptom/Error

When creating a new charge and selecting the "Recurring" option, the system saves it as a one-time charge instead. Additionally, existing one-time charges cannot be edited to become recurring charges.
​

Cause

This was a system bug affecting the transaction save logic in the CRM billing module that has now been resolved.
​

Solution

For New Charges (After Fix):

  1. Navigate to the patient record where you need to add a charge
    ​

  2. Click "Add a New Charge"

  3. Select the "Recurring" option when creating the charge
    ​

  4. Complete all required charge details

  5. Save the charge
    ​

  6. Verify the charge is correctly saved as recurring

For Existing One-Time Charges:
​

⚠️ Important: The system cannot convert existing one-time charges to recurring charges, or vice versa. If you need a recurring charge, you must:

  1. Create a new charge from scratch

  2. Set it as "Recurring" during the initial creation process

  3. Delete or void the incorrect one-time charge if necessary

When to Contact Support

Contact support if:

  • You continue to experience issues creating new recurring charges after the fix

  • You need assistance with managing existing incorrect charges

  • You encounter any billing data discrepancies related to this issue

Best Practices

✅ Always double-check the charge type (recurring vs. one-time) before saving

✅ Verify that new recurring charges are saved correctly after creation

✅ Plan your billing setup carefully since charge types cannot be changed after creation

Related Articles
Did this answer your question?