Manage customers window - Billing tab

From Customers, select Manage customers, find customer record, and select Billing tab

Payment

Opens the Dues/Subscription Payments by Individual window for this customer record.

Create Invoice

Opens the Dues Billing Selections window where you can generate initial and renewal notices, produce bills for a large group of customers or subscribers, and process bills for groups that meet more specific selection criteria.

History/Current

Toggles between the current and history view of billing activities for this customer.

To view a billing item

1.  Open a customer's record in the Manage customers window.

2.  Select the Billing tab.

3.  Select the gray box to the left of the Date field to open the Dues/Subscription Item Detail window for the billing item.

4.  Review the information on the Dues/Subscription Item Detail window and then click OK.

To delete a billing record

You can delete billing records that display on the Billing tab, provided your administrator has assigned you the appropriate permissions.

1.  From Customers, select Manage customers.

2.  Find a customer's record.

3.  Select the Billing tab.

4.  Select the record you want to delete.

5.  Press Delete on the keyboard. A message displays asking you to confirm the deletion:

□    Click Yes to have the record deleted from the tab and the database; or

□    Click No to cancel the deletion.