Previous Topic

Next Topic

To set up automatic subscriptions for dues billing

  1. From Billing, select Set up module > Products to open the Set up products window.
  2. Click New.
  3. Enter SUB for the Product Type.
  4. 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.
  5. Enter the product Title.
  6. (Optional) Enter a product Description.
  7. (Optional) Enter the G/L Account.
  8. (Optional) Enter the Pay Priority.
  9. (Optional) Enter the Deferred account number.
  10. (Optional) Select the Prorate rule from the drop-down list.
  11. Click Save.
  12. From Customers, select Set up module > Customer types to open the Set up customer types window.
  13. Select a Customer Type.
  14. Click Edit.
  15. Tab to a blank Billing Codes field.
  16. Enter the Billing Code that was set on the Set up products window.
  17. 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.
  18. (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.
  19. Click Save.

    Note: For information on setting up product codes, see To add product codes to customer types.

See Also

Setting Up Subscriptions

To set up optional subscriptions for non-dues product billing

To add optional subscription orders for non-dues product billing

To set up complimentary subscription products

To create non-customer subscriber types


ASI logo 10.5 Production Release. Updated 2/24/2006 12:13:19 PM
Copyright © by Advanced Solutions International, Inc. All rights reserved.