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Set up MemberAdvantage(tm) for Dues Billing
- Open MemberAdvantage(tm) accounting.
- Open the administration module.
- Open Click on System | Set System Defaults.
- Click on the AR tab, under Customer numbers, make sure system assigns
customer numbers is checked. Do not change the next customer number.
- Click on the IP tab, under Customer numbers, make sure system assigns
item numbers is checked. If you have not set up any items assign a starting
item number (1,10,100,1000 etc as your first item number).
- Click OK in the set system defaults.
- Click on General | Edit Items, this will open the edit items dialog box.
- Click on Add, and enter an item description, for items not associated
with dues (conference registrations etc) enter in prices for various price
levels. These price levels are tied to the accounting customer's price
level. Example if IC Solutions is assigned price level B then any time IC
Solutions is sold an item it will be priced by default at price level B as
seen on the item setup screen. These prices can be overridden in the Order
Entry module. You should enter at least one item for membership dues. The
amount for this item will be pulled from each organizations billing
information in MemberAdvantage(tm).
- Add additional items as necessary.
- Click OK to close the Edit Items dialog window.
- Exit the administration module.
- Exit MemberAdvantage(tm) Accounting.
- Open MemberAdvantage(tm)
- Click on Tools | Billing Tools | Dues Billing Module to open the
MemberAdvantage(tm) dues billing module.
- Click On Setup Billing to open the Dues billing setup screen. This
screen is used to enter the items that will be used on dues invoices. At
least one line should be is entered for each billing period that is used by
your organization (annual, semiannual, quarterly or monthly). In certain
cases multiple lines may be entered for a single billing cycle say if you
want to charge the quarterly customers a multi-billing charge or if your
organization bills for additional items on dues invoices.
- Click Add Invoice Item.
- Select the appropriate billing period from the drop down list in the
billing cycle column
- Select the item by clicking on the button that shows up on the right side
of the item field when you click on it with your mouse.
- If the item is for dues click the Item is For Dues checkbox and Do not
enter an amount, the amount will come from the company record. If the item
is not for dues leave the checkbox unchecked and enter an amount in the
amount field.
- Repeat this process for each billing cycle used by your organization. If
you skip a billing cycle and organizations are billed on that cycle in
MemberAdvantage(tm), they will not be billed unless there is a line entered
in this step.
- Click close to close the Dues billing setup screen.
- Exit out of the dues billing module.
- Only organizations that use full accounting and have to defer there dues
revenue via balance sheet accounts would need to change the dues billing
setup for each billing. If you have needs along these lines contact IC
Solutions support for more information.
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