To process and rebill customer type changes
Occasionally, you may need to change the customer type for a particular customer (for example, if a customer changes types or if there was a data entry error).
- From Customers select Manage customers to open the Manage customers window.
- Change the Member Type.
- Click Save.
- Select the Billing tab.
- (Recommended) If different dues products are linked to the Set up customer types window for the new customer type, use the following steps to delete the dues item(s) that were billed under the old customer type.
Note: If the customer will continue to receive any non-dues items such as subscriptions or optional items, do not delete these items. Delete only the customer type items that are not included for the new customer type.
- Double-click the line item to be deleted.
- Click Delete.
Note: Subscription or dues items with payments should not be deleted. The best practice is to set the status to I.
- Select the Financial tab.
- Delete the Renewed Thru date.
- Click Save.
- Take note of the Bill Date displayed for the open dues line item on the Dues Subscription window.
- Click Create Invoice to open the Dues Billing Selections window.
- Select the correct billing cycle.
- Select both the Renewals and Rebill options under the Billing Options area.
- (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 the original Bill Date to retain the bill's original timing for Reminder Notice printing.
- Click Run.
- Verify that the main dues amount is calculated properly for the new customer type on the Billing tab.