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To generate an individual accrual dues billing

Caution! If you want to override the Effective Date, make the change after selecting a billing cycle. If you change the Effective Date and then select a billing cycle, the Effective Date reverts to the default.

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Find the customer's record or add a new customer.
  3. Select the Billing tab.
  4. Click Create Invoice to open the Dues Billing Selections window.

    Note: Only billing cycles appropriate for the individual customer's type display in the Select a Cycle to Process scrolling list.

  5. Click New.
  6. Select the Renewals billing options.
  7. Select the Printing options. If you want to print a renewal notice for this individual, select the Initial Bill option. Renewal notices may be printed at the same time as billing only for individual accrual dues.
  8. Override the Run Date, if necessary.
  9. Select the Accrual Billing Cycle to process.
  10. Override the Effective Date, if necessary.
  11. Click Run. The Individual Accrual Dues Posting window displays.
  12. Click Save if the billing information is correct, or click Cancel to delete the transaction records before they are posted.

    Note: If you click Cancel, the unposted transaction records are deleted and any printing requested is canceled.

See Also

Generating an Individual Accrual Dues Billing

Individual Accrual Dues Posting window


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