This chapter describes how to invoice and post orders for
membership dues. This includes
initiation fees, recurring dues, renewals, and other charges. Membership Billing provides the option of
creating and sending electronic invoices by email or printing the invoices and
sending by postal mail or some other method.
When payment is required at the time of membership application, an
invoice is automatically created by the system.
The Membership Billing Feature tracks the periods that have been
invoiced and will not create new invoices for previously billed periods. It will however, allow re-printing of
previously printed invoices. See the chapter
titled Membership Features in Detail
for additional information.
The Membership Billing feature benefits include:
- Automated creation of invoices for selected
period.
- Ability to create Electronic invoices
and email them directly to customers.
- Ability to create Printed invoices for
postal mailing or sending by other means.
- User definable criteria for selecting
customers to print invoices for.
- Ability to reprint invoices for prior
periods.
- Automatically tracks last invoiced
date.
- Automatically updates customer
accounts and tracks receivables.
- Automated creation of GL Entries.
- Ability to reprint previously printed
and posted invoices.
- Assignment to batches for future
posting or printing.
- Detail and Summary Accounting Reports
Some of the components, fields and settings of the
Statements feature, discussed in detail in this chapter, are:
Create Membership Invoices
Create and Process Invoices option
Month and Year to Bill
Prompt to Print Invoices
Prompt to send Emailed
Invoices
Print Membership Invoices:
Batch #
Month
Contact ID
Last Name
First Name
Company ID
Company Name
Include
Previously Printed/
Financial
Status
All
·
Approved
·
Declined
·
Pending
·
Not Completed
Invoice
Batch #
Invoice
Date
Contact
ID
Last,
First Name
Company
ID
Company
Name
Include
Previously Printed Invoice?
Include
Previously Posted Invoices
Search
Options:
·
Search
·
Clear
·
Print
·
Main Menu
Email Membership Invoices
Batch #
Month
Contact ID
Last Name
First Name
Company ID
Company Name
Include
Previously Printed/
Financial
Status
·
All
·
Approved
·
Declined
·
Pending
·
Not Completed
Invoice
Batch #
Invoice
Date
Contact
ID
Last,
First Name
Company
ID
Company
Name
Include
Previously Printed Invoice?
Include
Previously Posted Invoices
Search
Options:
·
Search
·
Clear
·
Print
·
Main Menu
Print Membership Reports
Membership Renewal Report
Membership Record Report
Order Items Report
