Creating an Open Cash Dues Item for a New Customer
You can apply a payment to both cash and cash accrual dues, but the two types of payments display differently on the iMIS Service Central windows.
- Only cash dues subscriptions invoke the Paid Thru dates and display as individual line items on the Payment Entry window
- You can bill a customer for cash dues, but not accrual dues through the Service Central module
- You can only bill the customer once using Service Central for dues products from the Member Type table.
- Accrual billings are included in one line item, as in the Cash Receipts window. After the initial billing, only additional dues and non-dues items may be processed for a customer in Service Central.
Scenario: A customer calls to join the association in order to receive a price break on an order.
In this section you will learn how to:
- Enter new customer information
- Create an open dues item
- Process an order
- Apply a credit card payment for both Dues and Orders