This section gives an overview of the Billing task list. The Billing task list is our primary focus in this user guide, but occasionally other iMIS task lists are mentioned. For detailed information regarding other iMIS modules, refer to the specific user guide.
To gain access to the Billing task list items, select Billing from the navigation bar and the following task list displays.
Billing task list
Process billing
Select this task to bill customers and generate renewal notices. Use this option to specify which billing cycle to use and to select billing options (renewals).
Enter and edit payments
Select this task to enter payments received from customers.
Process accrual dues
(Displays when the Accrual accounting method is enabled on the Set up general options window.) Select this task to view all mass billing batches and print billing-oriented detail and summary reports for review and posting, and to enter adjustments that reduce or reverse normal open AR items.
Generate reports
Select this task to print customer cards, invoices, tables, and transaction lists.
Manage expired members
Select this task to process customers whose customer term has expired.
Set up module
Select this task to set up general billing options, define billing cycles, and create products for billing.
The following diagram is an overview of the Billing setup process.
Billing setup process
How to Bill
Performing Billing for Cash Dues
What to Bill
Who to Bill
How to Present the Bill
Customizing the Renewal Notice Formats
Creating Billing Cycles
What to Bill to Whom
How Much to Bill
Defining Special Pricing
Defining Prorating Rules
How to Set Up List Billing
10.5 Production Release. Updated 7/14/2005 5:30:38 PM
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