Processing payments in iMIS Desktop
Payments for accrual dues items can be processed on the AR Cash > Enter and edit cash receipts window, or through Payment Entry in iMIS Service Central.
The Enter and edit cash receipts window allows you to enter and edit payments for dues invoices. Payments are applied across Dues open line items either by priority or proportionally, depending on the AR Payment Application option selected on the Set up general options window.
If the Paid Thru Date Update option on the Set up general options window is set to Paid in Full, the following dates are updated:
■ The line item's Paid Thru date is advanced to the end of the billing term when the item is paid in full.
■ The customer's Paid Thru date is advanced to the end of the billing term when the first item on the Set up customer types window is paid in full.
If the Paid Thru Date Update option on the Set up general options window is set to Billing Time, the Paid Thru date will be updated when the initial accrual dues billing is performed.
New transaction and activity records are created for each payment made to each dues line item.
Processing payments in iMIS Public view
Users can pay for their dues and subscriptions in the Public view from Contacts > Contact Management > Billing. All accrual billing items must be paid for at the same time; users cannot optionally select or deselect items that appear in their Billing list. If a contact’s items have been billed to another party, those items appear in the Billing list for the Bill to ID. To allow payments on the web, enable the option Allow customers to make accrual dues payments on the web from System Setup > Set up commerce web components > Billing Configuration.