Which is the most appropriate setup for a client offering both a one-time and recurring charge?

Setting up separate lines for each type of charge is the most appropriate solution for a client offering both one-time and recurring charges. This approach provides clarity and specificity in billing, making it easier to manage and track different revenue streams.

Having distinct lines allows for accurate representation of each charge type on invoices, which is crucial for customer understanding and financial reporting. It also facilitates more straightforward processing in systems and ensures that each type of charge adheres to its specific billing rules and timing.

This method aligns with best practices in order management since it allows for flexible adjustments, such as changes in subscription terms on the recurring charge or variations in one-time charge amounts. When different types of charges are combined into a single line, it can create confusion during billing and hinder effective revenue management, thus complicating any related financial analysis or customer inquiries.

This distinction is particularly important in maintaining transparent communication with customers and providing a clear audit trail for both the client and their finance teams.