Could a field or something be added to either group or batch the recurring fees so that we can organize them in a way that is effective for processing? We are setting these up and will have several service lines that use recurring fees, and we need to be able to effectively process batches of them together.
For example - all monthly accounting work done together. Then all of our software sales together.
Currently, we will have to maintain a separate list of clients for each "batch" and check/uncheck them accordingly. It seems that there could be a better way.