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

The Dues Renewal Notice - List Bill is a plain-paper laser printer format designed for printing list bills in which the line items for multiple individuals or branches are all listed and totaled on one continuous bill to the BT_ID (bill to ID) or main company. This format may be used when individual or branch billing is billed to the parent company or for agency subscription billings.

  1. Select Utilities> Reports Specs to display the Report Specifications window.
  2. Clone the format.
  3. Click Parameters.

    The Detail Report Parameters window opens so that user-defined text can be entered in the Parameters field.

Billing and reminder notices text is formatted to print immediately below the last line item printed. The bolded title prints in the upper right corner.

The following illustration shows a simple list bill example where the billing line items for the main company, as well as for the individual customers who work for that company, appear on a single combined bill addressed to the company. In a combination bill like this, the line items that belong directly to the billed company will sort to the top of the list, as shown in the example.

Note: The standard options set in the Options field of the Detail Report Parameters window are SUPPRESS_ZERO_ITEMS and SUPPRESS_CHECKBOX.

Expanded view of customers and products billed with a Dues Renewal Notice List Bill

The first Additional Fields area, which can be modified, controls the printing of the individual or branch name. The default is set to print the full name for an individual or the company name for a branch.

Note: You can access the Additional Fields window by selecting Utilities> Reports Specs, cloning the format, clicking Parameters, and selecting Additional Fields from the Options drop-down menu.

This default formula is designed to print the company name if the customer or subscriber is a company. If the customer is an individual, the individual's full name prints.

Expanded view of the additional fields area

The following is an example of how to modify the above formula to add the city next to the customer's name.

See Also

Customizing the Renewal Notice Formats

To generate a custom Renewal Notice

To add user-defined text to the Dues Renewal Notice

Example of the Dues Renewal Notice with Reminder Text

Example of the Dues Renewal Notice - No Remittance Stub

iMIS-authorized Renewal Notice formats


ASI logo 10.6 Production Release. Updated 10/5/2005 3:49:18 PM
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