After the product is added to the Billing tab, it can be billed. The Billing Cycle does not add records for a customer; it only bills the records that have previously been added.
Note: Once the product is added to the customer's billing tab, you still need to bill the customer for the product. Refer to the sections Running mass dues billing or Running individual dues billing.
To set up a non-dues subscription billing cycle
1. From Billing, select Set up module > Billing cycles to open the Set up billing cycles window.
2. Click New.
3. Enter the Cycle Name for your subscription billing.
4. Select a form from the Forms drop-down list.
5. Select the Member Types to bill.
6. Select the Categories to bill.
7. Select the SUB item for the subscription in the Products list.
8. Click Save.
To add subscriptions during dues payments
1. From Billing, select Enter and edit payments. The Enter and edit payments window opens.
2. Click New.
3. Enter the ID, or select the lookup icon to select a value.
4. Select the first empty line in the list of billing items.
5. Enter the subscription product code in the Item field.
6. Enter the Amt Paid and Paid Thru Date.
7. Click Save.