To set up automatic subscriptions for dues billing
- From Billing, select Set up module > Products to open the Set up products window.
- Click New.
- Enter SUB for the Product Type.
- Enter a product Code (for example, JOUR for a journal subscription). The code entered should not contain any spaces or special characters other than an underscore.
- Enter the product Title.
- (Optional) Enter a product Description.
- (Optional) Enter the G/L Account.
- (Optional) Enter the Pay Priority.
- (Optional) Enter the Deferred account number.
- (Optional) Select the Prorate rule from the drop-down list.
- Click Save.
- From Customers, select Set up module > Customer types to open the Set up customer types window.
- Select a Customer Type.
- Click Edit.
- Tab to a blank Billing Codes field.
- Enter the Billing Code that was set on the Set up products window.
- Enable the Comp option if the dues item will be provided at no charge for this customer type; or enter pricing information in the Fixed Amount field.
- (Optional) Enable Bill Company if the parent company is to receive the bill for the customers of this customer type that are linked to it.
- Click Save.
Note: For information on setting up product codes, see To add product codes to customer types.