Syncro makes it really easy to "set it and forget it" when it comes to billing for your policies with our recurring billing system. 

When you add a line item to the recurring invoice, you'll make some policy-related selections:

1. Click the Recurring Type dropdown menu and select Policy Folder:
   
2. In the Name field, enter the Products & Services item for the rate you want to charge.
3. Click the Policy Folder dropdown menu, and select the folder assigned the policy you want to bill for. Here we have a Workstations policy folder, which contains one asset.

Notes: 

• Whenever you add or subtract assets, Syncro will automatically adjust this line item each month, and bill accordingly.
• If you add a billable item in the middle of the billing cycle, Syncro will start billing on the next billing cycle.

4. Complete the rest of the information, then click Add Item to Template.