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To process new prepaid subscriptions

To combine billing and payment entry for a new subscription product, you must enter the new line item, generate the balance, and apply the payment.

  1. From Billing, select Enter and edit payments to open the Enter and edit payments window.
  2. Click New.
  3. Enter in the customer number in the ID field and press Tab.
  4. Enter the code for the marketing program or contact type that prompted this payment in the Source Code field.
  5. Select the empty space immediately below the last line item displayed.
  6. Select the Item field.
  7. Enter the product code of the item being billed and paid, or select the lookup icon and double-click the product code.
  8. Repeat this process if multiple items are being billed and paid.

    Note: When a new line item is added, new billing options appear on the bottom of the Enter and edit payments window.

  9. Verify that the Bill New Mem Type Items option is not selected.
  10. Verify that the New Bill From date is accurate.

    Note: The New Bill From date works the same way as the Effective Date on the Process billing window. The Billing general setup Billing Time setting (annual or anniversary) is used with the New Bill From date to determine the billing term. See How iMIS Works with Dates for further information.

  11. Click Bill New.
  12. Enter the check number or credit/debit card type in the Check/CC field. For credit/debit cards, enter the required card information.
  13. Enter the amount of the payment in the Pay Amount field. The payment amount is applied automatically to the newly billed line item(s). If full payment is received, the Paid Thru date advances to the end of the billed term.
  14. Click Save.

See Also

Combining Billing and Payment for a New Customer

To process billing for new customers


ASI logo 10.5 Production Release. Updated 11/16/2005 6:45:36 PM
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