From the Staff site, go to Settings > Membership > General. The options in this window allow system administrators to configure membership-billing options.

To set up general membership billing options, do the following:

  1. From the Staff site, go to Settings > Membership > General.
  2. Enter the Standard billing interval in months. The billing interval controls the frequency with which you will normally generate bills. You can override the billing interval at the individual customer level, at the product level, or at the individual subscription level.
  3. Select an Accounting method:
  4. Selecting a Billing time allows you to control the start and end time of a customer term:
  5. The options set in the Paid thru date update section set the preference for when the Paid Thru (in the AAC, go to Membership > Payments) date information is to be updated. The Paid Thru date for the cash accounting method is updated with payment in full:
  6. Select the Start date control options to determine whether the Bill Begin date should be advanced by one month. Start date control can be used to advance the start date of newly billed items or to specify a grace period for delinquent customer products. If implemented, the Bill Begin date will be controlled according to the following options:

    Note: If there are no Start date control options implemented, the New Bill From field on the Dues/Subscription Payments window defaults to the first day of the current month. See Date Usage in iMIS.

  7. Select an appropriate Prorating option:
  8. Note: Prorating applies only when you want to bill on an annual or fixed-term basis, as opposed to an anniversary or rotating term basis. If billing is done for all products (for example, all fees and product billings) on an anniversary basis, you must enable the Do not prorate option.

  9. Enable or disable the Maintain previous balance option. If this option is enabled, iMIS maintains the previous balances on customers who have made a partial payment or no payment. Previous balances are usually maintained in conjunction with a low Standard Billing Interval. For example, if annual fees were $100 and the customer paid only $80, iMIS would retain a balance of $20. When the customer is billed next year, iMIS would add the previous balance of $20 to the customer's total balance.
  10. (Primary functionality under development) Enter the iMIS ID or select a contact to be the main Billing contact.
  11. Note: Only update the Billing contact trough the Staff site. Editing the Billing contact through the Desktop will not translate to the Staff site.

  12. Click Save.