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):
Navigate to the patient record where you need to add a charge
Click "Add a New Charge"
Select the "Recurring" option when creating the charge
Complete all required charge details
Save the charge
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:
Create a new charge from scratch
Set it as "Recurring" during the initial creation process
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