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Running Mass Dues Billing

Mass billing enables you to process a billing cycle for all customers who match the parameters defined in the selected billing cycle. The system decides which customers to bill by comparing the Paid Thru dates to the renewal Effective Date. iMIS also decides what and how much to bill based on your settings. (See Defining Special Pricing, Setting up Customer Types, and Defining Product Codes). You can run a mass billing cycle to print initial bills, first or second reminders, or run a billing cycle for all print options concurrently.

For example, you enter a Run Date of 9/26/2005 for all print options and the billing reminders that were set as:

iMIS searches the database for customers who match the billing cycle parameters. An initial billing is generated for all customers who have a Paid Thru date before 12/01/2005 (applies to anniversary only). iMIS runs first reminders for unpaid customers whose initial billing was sent between 7/01/2005 and 8/01/2005 and second reminders for those who were initially billed between 6/01/2005 and 7/01/2005.

Caution! Before initial billing is run, print a test-billing run and verify the results.

In This Section

To verify billing of new renewals

To run initial mass dues billings

To rebill to correct a mass dues billing

See Also

Cash Dues Billing

Overview of the Billing Process

Running Individual Dues Billing

Rebilling to Correct an Individual Dues Billing

Billing run troubleshooting

Printing Reminder Notices

Generating Mass Billing Data


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