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Membership Billing  The Membersh
Membership Billing

The Membership Billing feature provide a facility 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
  • Record
  • Invoice Batch #
  • Invoice Date
  • Contact ID
  • Last, First NameCompany 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 CompletedInvoice 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

 

 
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