To generate an individual accrual dues billing
Caution! If you want to override the Effective Date, make the change after selecting a billing cycle. If you change the Effective Date and then select a billing cycle, the Effective Date reverts to the default.
- From Customers, select Manage customers to open the Manage customers window.
- Find the customer's record or add a new customer.
- Select the Billing tab.
- Click Create Invoice to open the Dues Billing Selections window.
Note: Only billing cycles appropriate for the individual customer's type display in the Select a Cycle to Process scrolling list.
- Click New.
- Select the Renewals billing options.
- Select the Printing options. If you want to print a renewal notice for this individual, select the Initial Bill option. Renewal notices may be printed at the same time as billing only for individual accrual dues.
- Override the Run Date, if necessary.
- Select the Accrual Billing Cycle to process.
- Override the Effective Date, if necessary.
- Click Run. The Individual Accrual Dues Posting window displays.
- Click Save if the billing information is correct, or click Cancel to delete the transaction records before they are posted.
Note: If you click Cancel, the unposted transaction records are deleted and any printing requested is canceled.