Recurring Services UDFs

The way in which Recurring Services UDFs have been set up on the payment plan will determine how they appear on the recurring services agreement.

• If set to Shown, the UDF will appear on the new agreement.
• If set to Required, the UDF will appear on the new agreement and must be completed before the agreement can be saved.
• If set to Hidden, the UDF will not appear on the agreement.

Recurring Services UDFs can be used whether or not a recurring service plan template is used.

To define UDFs in recurring services

1. Navigate to More>Members>Recurring Services.
2. Click Create.
3. In the User Defined Fields section, enter the UDF values.
   

4. Click Next to continue to the next page and complete the process.