You need to create a subscription-billing item for your referral service. This is the item for which customers will be charged to start or extend their participation in the referral program.
Billing Set up products window
From Billing, select Set up module> Products
Current Products
A list of current products.
Product Type
Use this field to enter a system-maintained code that lets iMIS Billing manage the relationships between the files and modules affected by the billing items. You can also use the lookup icon to select a Product Type. Use SUB for subscription.
Code
Use this field to assign a primary abbreviation to the product, which will be your code identifying this billing item type. This code must be REFERRAL.
Title
Enter a descriptive title for the Dues billing item type. When this billing item is referenced on most related data entry screens and renewal notices, this title will appear next to or in place of the billing code.
Desc
(Optional) Enter a longer, descriptive explanation for the billing item type. This description displays only in this window for later reference.
Standard Price
Regular – Enter any default fee that you want to apply automatically when you generate a bill or enter a cash receipt for this item when no other amounts apply (from Standard Pricing or the Member Type Table). As you process Dues cash receipts, you can override this default fee on a case-by-case basis. If you leave the Standard Price field empty, there is no charge.
Non-Member – If you need to vary the fees for this item according to Member, Non-Member, or Member Type designations, specify these designations in the Member Types table. If you leave the Standard Price field empty, there is no charge.
G/L Acct
(Required for iMIS Financial Interface users) Identify the general ledger income account you want to credit for income relating to this item. The schedule for entries being posted to this account depends on which accounting method you selected in the Dues module.
Cash-Based – An entry posts to this income account when you process a cash receipt.
Accrual-Based – An entry posts to this income account when you generate a Dues bill.
Note: This step is not optional. To add providers correctly, they must have the REFERRAL product as a Subscription. If your organization does not charge for referrals, you can make this product free by not entering a price, but providers must have a Subscription.
10.6 Production Release. Updated 1/31/2006 11:51:40 AM
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