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Dues Billing Process
Overview: clear out all non dues invoices from system by printing and
posting them, run the dues billing module to generate invoices, print
invoices, review the invoices, edit any invoices with errors, reprint the
invoices that were modified, post All Invoices, move the next due date for
all billed organizations.
- Have Everyone exit MemberAdvantage(tm) & Accounting,
- Backup MemberAdvantage(tm).
- Open MemberAdvantage(tm) Accounting
- Open the Order Entry Module.
- Click Sales | Print All | Invoices, to print any unprinted existing
invoices.
- Review these invoices. If everything is OK; click Sales | Post Invoices
or edit the appropriate invoices and re-print them.
- Close Order Entry Module.
- Open MemberAdvantage(tm).
- Click Tools | Billing Tools | Dues Billing Module.
- Enter in the date of the invoice in Invoice Date.
- Enter in a billing Date Range in the Billing Organizations with Due
Dates From..To...
- Select the Status of organizations to bill, in most cases this will be
"member".
- Enter the Invoice Terms.
- If necessary, mark the checkboxes, Mark on account invoices as printed
and Mark cash invoices as printed if you would need to skip printing the
invoices in MemberAdvantage(tm) accounting. Note this is only for advanced
users that are merging invoices to word or are using a custom report in lieu
of the standard accounting invoices, if you are printing invoices via
MemberAdvantage(tm) accounting leave these boxes unchecked.
- Click Generate Invoices.
- Repeat steps 10 through 15 for each membership status that needs to be
billed.
- Open MemberAdvantage(tm) Accounting
- Open the Order Entry Module.
- Click Sales | Print All | Invoices, to print the new dues invoices.
- Review these invoices. If everything is OK; click Sales | Post Invoices
or edit the appropriate invoices and re-print them.
- Close Order Entry Module. You can now view the invoices via accounts
receivable and receive payments against them.
- Open MemberAdvantage(tm).
- Click Tools Billing Tools Update Due Date Module.
- Enter the same date range entered in step # 9
- Enter the same billing status entered in step #10
- Click Go
- Repeat steps 24 through 26 for each membership status that needs to be
billed.
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