To process billing for new customers
Caution! When you process a billing run for a new customer through the Enter and edit payments window, only the products defined on the Set up customer types window display on the Enter and edit payments window; iMIS ignores the billing cycles and any optional items, such as chapters. If your billing cycle includes Other Billing Instructions options, such as Include all chapters, you need to generate your billing using .
Note: The Bill New Mem Type Items options should not be selected when billing for new independent subscription products.
Note: If billing is done annually, the New Bill From date must be set to the first day of the first month of the annual term, even if the customer has a Join Date after that date. For example, if the annual term starts on January 1, 2001 and the customer joined July 13, 2001, the New Bill From date must be 01/01/2001. If this is an anniversary term, the New Bill From field is typically set to the first day of the month in which you are processing the dues payment.
The payment amount is automatically posted to each open line item, beginning with the main customer dues. If full payment is received, the Paid Thru date advances to the end of the billed term.
Note: Complimentary or zero dollar items are denoted by an asterisk (*) on the Enter and edit payments window. The Paid Thru date advancement for complimentary products billed through follows the default rule established on the Set up general options window (from Billing, select Set up module > General options). To update the Paid Thru date for zero dollar items, double-click the line item.
10.5 Production Release. Updated 2/23/2006 1:44:10 PM
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