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.
- From Customers, select Manage customers to open the Manage customers window.
- Find the customer's record.
- Select the Status tab and select a different Chapter code.
- Click Save.
- Select the Billing tab.
- Double-click the line item for the old chapter to open the Dues/Subscription Item Detail window.
- Click Delete. A system message is displayed asking you to confirm the deletion.
- Click Yes to delete the item record.
- Note the Bill Date displayed on the existing open dues line items.
- Click Create Invoice to open the Dues Billing Selections window.
- Click New.
- Select the billing cycle.
- Select Rebill.
- (Optional) Select Initial Bill to print the Renewal Notice.
- Enter the original Bill Date in the Begin Rebill Date and End Rebill Date fields.
- (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.
- Click Run.
- 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.