To run a non-dues billing
You can bill an individual member or run a mass billing based on a billing cycle.
- If billing a customer:
- From Customers, select Manage customers, find a customer, and then select the Billing tab, and then
- Click Create Invoice to display the Dues Billing Selections window and continue with the next step.
- If billing for the cycle:
- From Billing, select Process billing to open the Process billing window. Continue with the next step.
- Click New.
- Select the Renewals options under Billing Options. The Effective Date field displays.
- Select the Initial Bill option under Printing Options.
- Select the cycle in the Select a Cycle to Process field.
- Verify that the Effective Date is correct for the date range you are going to process.
- Click Run to process the cycle and print the invoices.
- From Customers, select Manage customers, find the customer record, and select the Billing tab.
