Charge (catalog item)
Add
Modify
When you modify the price for a recurring charge, make sure to select Update – Date to Last Billed so that the next billing cycle uses only the new price. (Otherwise the customer may be billed twice, once at the old price and once at the new.) [PCR-360 Documentation]
Remove
Service (catalog item)
Add
Modify
Remove
Service (instance)
Add
Modify
Remove
Bulk updates
Cash customers
Update cash customer contact info
Change Contact Information google sheet & PCR-360 (People > Departmental Hierarchy)
Review cash customer balance/bills
Reporting > Bills/Calls > GLA Account Management