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Step 2: Select the desired account.

 

Step 3: Navigate to the Accounts / Recurring Fees page or click the Recurring Fees link towards the bottom of the page. 

Step 4: Select the Category and Plan you wish to use, as well as the start and end date and click the Submit button. If no end date is specified, the recurring fee will be in effect indefinitely or until another plan is assigned from the same category.

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Create a recurring fee
Delete a recurring fee from an account
Recurring fee groups
Mass assign a recurring fee