Recurring fees are charged at regular intervals — daily, weekly, monthly, or once per billing cycle — regardless of order or shipment activity. Use them for standing charges like monthly connection fees, customer support fees, or contract fees.
For an overview of all available fee types, see Overview: 3PL Billing Fees.
Before You Begin
Recurring fees are configured inside a billing profile. You must have an existing billing profile to add fees to. See How to Create a 3PL Client Billing Profile.
Table of Contents
- How to Set Up Recurring Fees in 3PL Billing
- How Recurring Fees Are Charged with Scheduled Billing
- How Recurring Fees Are Charged on Manually Generated Bills
How to Set Up Recurring Fees in 3PL Billing
- Go to 3PL Billing > Billing Profiles and select a billing profile.
- Select the Fees tab, then click Recurring > Add Fee.
- Fill in the fee fields:
- Charge name: Any label that identifies this fee for your team and your client.
-
Charge frequency: Select how often the fee is applied.
- Charge periodically: Adds the fee to the client's bill per selected interval — per day, per week, or per month.
- Charge not periodically: Adds the fee as a single line item at the end of each billing period, regardless of how long the period is.
- Click Create.
| Recurring Fee: Charge Periodically | Recurring Fee: Charge Not Periodically |
|---|---|
How Recurring Fees Are Charged with Scheduled Billing
When Tally Bills on Schedule is enabled for a client, bills are generated automatically on the day configured in their billing profile. The recurring fee's own charge period and the client's billing frequency operate independently — the system does not prorate fees across billing cycles.
How a recurring fee fires depends on its charge frequency setting:
| Charge Frequency | When the Fee Fires |
|---|---|
| Not periodically | Once per generated bill, as a single flat charge. Fires every time a bill is created regardless of the billing period length. |
| Periodically — per day | Once for each calendar day within the billing period. |
| Periodically — per week | Once for each completed 7-day week within the billing period. The week boundary is determined by the billing day configured on the client's profile (Monday–Sunday). |
| Periodically — per month | Once for each calendar month whose last day falls within the billing period. On a weekly or bi-weekly billing cycle, this means the fee fires only on the bill whose period includes the final day of a calendar month — not spread across four weekly bills. |
How Recurring Fees Are Charged on Manually Generated Bills
When a bill is created manually, you define a custom start and end date. The recurring fee logic applies the same rules as scheduled billing, but operates entirely on the date range you provide — the client's billing schedule is not considered.
The end date of a manually generated bill cannot be today or a future date. It must be at least yesterday.
Non-Periodic Recurring Fees
A fee set to charge not periodically fires exactly once per bill, regardless of how long the date range is. A bill covering 2 days and a bill covering 2 months will each generate one charge.
Periodic Recurring Fees
A fee set to charge periodically counts the number of completed period boundaries that fall within the date range and fires once per boundary. Partial periods are not charged.
| Manual Bill Date Range | Daily Charges Generated | Weekly Charges Generated | Monthly Charges Generated |
|---|---|---|---|
| Jan 1 – Jan 2 (2 days) | 2 charges | 0 charges — no completed week boundary in range | 0 charges — Jan 31 not in range |
| Jan 1 – Jan 31 (31 days) | 31 charges | 4 charges — Jan 6, 13, 20, 27 | 1 charge — Jan 31 in range |
| Jan 1 – Feb 28 (59 days) | 59 charges | 8 charges — Jan 6, 13, 20, 27, Feb 3, 10, 17, 24 | 2 charges — Jan 31 and Feb 28 in range |
The week boundary day defaults to Sunday for clients on a monthly billing frequency. For clients on a weekly or biweekly frequency, the boundary day matches the billing day configured on their profile.