Previous Topic

Next Topic

To test Dues billing Renewal Notices

  1. Find a customer with one or more line items and a non-zero balance.
  2. Select the Billing tab on the Manage customers window.
  3. Click Create Invoice. The Dues Billing Selections window opens.
  4. Select the Billing Cycle.
  5. Select Initial Bill from the Print Options.
  6. The Renewed Thru date on the Financial tab must equal the Name.PAID_THRU date on the Manage customers window.

    Use the following examples to verify that the Renewed Thru date shown is correct.

     

    Current

    Billing

    Payment

    Paid Thru

    12/31/2001

    12/31/2001

    12/31/2002

    Renewed Thru

    12/31/2001

    12/31/2002

    12/31/2002

    Note: Accrual dates give other payment recognition options.

See Also

Testing Billing Setup

To test the billing data generation

To test the Reminder Notice printing


ASI logo 10.5 Production Release. Updated 2/23/2006 4:51:12 PM
Copyright © by Advanced Solutions International, Inc. All rights reserved.