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Using the iMIS Billing Task List

This section gives an overview of the Billing task list. The Billing task list is our primary focus in this user guide, but occasionally other iMIS task lists are mentioned. For detailed information regarding other iMIS modules, refer to the specific user guide.

To gain access to the Billing task list items, select Billing from the navigation bar and the following task list displays.

Billing task list

Process billing

Select this task to bill customers and generate renewal notices. Use this option to specify which billing cycle to use and to select billing options (renewals).

Enter and edit payments

Select this task to enter payments received from customers.

Process accrual dues

(Displays when the Accrual accounting method is enabled on the Set up general options window.) Select this task to view all mass billing batches and print billing-oriented detail and summary reports for review and posting, and to enter adjustments that reduce or reverse normal open AR items.

Generate reports

Select this task to print customer cards, invoices, tables, and transaction lists.

Manage expired members

Select this task to process customers whose customer term has expired.

Set up module

Select this task to set up general billing options, define billing cycles, and create products for billing.

The following diagram is an overview of the Billing setup process.

Billing setup process

How to Bill

Performing Billing for Cash Dues

What to Bill

Defining Product Codes

Who to Bill

Setting up Customer Types

How to Present the Bill

Customizing the Renewal Notice Formats
Creating Billing Cycles

What to Bill to Whom

Creating Billing Cycles

How Much to Bill

Defining Special Pricing
Defining Prorating Rules

How to Set Up List Billing

Setting up List Billing

See Also

Billing Overview

iMIS Billing System Overview

iMIS Billing Terminology

Understanding the Billing Process


ASI logo 10.5 Production Release. Updated 7/14/2005 5:30:38 PM
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