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Customizing the Renewal Notice Formats

A variety of standard renewal notice options are available. Although the presentation of most billing-related data is predetermined, many aspects can be customized.

For many of the available formats, the enlarged, bold title that appears at the top of the notice is user-defined within the Billing and Reminder Notices window (from Billing, select Set up module> Billing cycles, select a Cycle Name, and click Bills/Reminders). You can also define a limited size (notice-specific) text area.

In addition to the Billing and Reminder Notice title and text options, you can customize other aspects of the renewal notice by entering instructions on the Report Specifications window (select Utilities> Report Specs).

Note: If changes are made on the Report Specifications window, you must make the changes on a cloned copy of the standard report. This step is required to make the changes permanent.

The types of changes that can be made on the Report Specifications window include the following:

In This Section

To generate a custom Renewal Notice

To add user-defined text to the Dues Renewal Notice

To add user-defined text to the Dues Renewal Notice - List Bill

Example of the Dues Renewal Notice with Reminder Text

Example of the Dues Renewal Notice - No Remittance Stub

iMIS-authorized Renewal Notice formats

See Also

Reports for Billing

Printing Renewal Notices

Sample Billing Reports


ASI logo 10.6 Production Release. Updated 7/20/2005 2:04:56 PM
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