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To process and rebill Chapter changes

Occasionally, a customer's chapter association will change (for example, if the customer moves or if a data entry error was made). To demonstrate this, we will change a customer's chapter affiliation and rebill the customer when the customer has an open dues balance.

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Find the customer's record.
  3. Select the Status tab and select a different Chapter code.
  4. Click Save.
  5. Select the Billing tab.
  6. Double-click the line item for the old chapter to open the Dues/Subscription Item Detail window.
  7. Click Delete. A system message is displayed asking you to confirm the deletion.
  8. Click Yes to delete the item record.
  9. Note the Bill Date displayed on the existing open dues line items.
  10. Click Create Invoice to open the Dues Billing Selections window.
  11. Click New.
  12. Select the billing cycle.
  13. Select Rebill.
  14. (Optional) Select Initial Bill to print the Renewal Notice.
  15. Enter the original Bill Date in the Begin Rebill Date and End Rebill Date fields.
  16. (Optional) Override the Run Date to agree with the original Bill Date so you can retain the bill's original timing for Reminder Notice printing.
  17. Click Run.
  18. Verify that the dues amount is calculated properly for the new chapter on the Billing tab.

If you have a zero balance on a chapter dues item, and you change the chapter on the Manage customers window, the zero balance line item will be deleted and replaced with the new chapter item.

See Also

Rebilling to Correct an Individual Dues Billing

To rebill an individual dues billing

To process and rebill customer type changes


ASI logo 10.5 Production Release. Updated 10/5/2005 3:12:19 PM
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