Create Membership Invoices:

This feature is used to create membership invoices.

 

 

§         Batch # - automatically assigned by PortalProdigy.  Can be used later to reprint invoices or resend invoices by email.  Can also be used to print reports.

§         Month and Year to Bill – used to specify the period to create invoices for.  PortalProdigy will automatically create membership invoices for all prior periods up to and including the month and year specified.

§          - used to initiate the invoicing process for the selected memberships.

Other Options:

 

	Clears the search criteria.
	Prints the website page to the user’s local printer.
	Closes the page and returns to the Membership Billing options page.

 

 

 

 

• Billing Type – defaults to Invoice.  Select Re-Invoice to reprint invoices for previously billed membership dues.

 

• Invoice By – defaults to All.  You may select to invoice by email or using printed invoice.

 

• Membership Type – defaults to All.  To select specific Membership Types to bill, depress the control key and click on the Membership Type.  Using the control key you can select additional values.  PORTALPRODIGY supports an unlimited number of Membership Types.  Membership Types are created using Membership Types Management.

 

• Fee Type – defaults to All.  To select specific Fee Types to bill, depress the control key and click on the Fee Type.  Using the control key you can select additional values.  The other values include:
• Initial
• Recurring
• Renewal

 

• Interval – defaults to All.  To select specific membership billing Intervals to bill, depress the control key and click on the Interval type.  Using the control key you can select additional values.  The other values include:
• Days
• Monthly
• Quarterly
• Annual Calendar
• Annual Fiscal

 

• Days – If you selected Days as an Interval to bill, enter the Days type to bill in Days field.

 

• Due Date range – used to specify the range of memberships to bill based on membership due date.

 

• Days to bill from today – used to specify a range of days from the current date to bill.

 

• Batch Number – used to retrieve previously selected billings.

 

• Contact ID – used to create a bill for a specific member.

 

• Last & First Name – used to create a bill for a specific member.

 

• Company ID – used to create a bill for a specific member.

 

• Company Name – used to create a bill for a specific member.

 

•  - click search to find all members that match your search criteria.

 

Found Memberships section:

 

 

Contains the following columns:

 

• Select - used to check all Memberships to include in billing batch or for printing of invoices.
• Mship # – this is the Membership # which assigned by the system when the order is created.
• Membership Type -
• Contact – the member’s name.
• Order Date  - this is the date the order was created.
• Order Status - designates the processing status of the order.
• Company Name – when the order is for a company, the company’s name is listed; otherwise it is left blank.
• Invoice # – this is the same as the Order #.

Options:

	Toggles between Selecting all Orders in Found Orders grid and unselecting all Orders.
	Assigns all selected Orders to a Batch for Posting.
	Prints all selected Orders.
	Returns to Search for Orders page without taking further action on Found Orders page.
	Closes the page and display the site administration menu.