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Setting up List Billing

List billing enables you to generate a single renewal notice to a Bill To third party (such as a company) that is responsible for paying the fees for multiple customers. The multiple customers and their respective line items would all be listed on the single renewal notice mailed to the Bill To ID.

To generate list bills with iMIS, set up a list billing cycle and establish the Bill To ID.

Depending on the nature of the list billing, Bill To ID criteria can be established at one of four possible levels:

There is no preferred method for list billing. You should determine your specifications on preferred business practices for your organization.

In This Section

To set Bill To using the Set up customer types window

To set Bill To using the Financial tab

To set Bill To using the Dues/Subscriptions Item Detail window

Billing run troubleshooting

See Also

Billing Table Maintenance

Overview of Table Maintenance

Setting up Customer Types

Setting the Billing and Reminder Notices

Defining Special Pricing

Creating the Name_All View

Special Pricing Examples

Defining Prorating Rules


ASI logo 10.5 Production Release. Updated 7/15/2005 5:13:39 PM
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