Billing product codes

In iMIS Billing, you can categorize your product codes according to the following product-billing types:

• DUES - Represents customer fee items. Products of this type are usually specified for a given customer type (indicated in the Set up customer types window) to enable billing.
• VOL - Represents voluntary items such as donations or PAC (Political Action Committee) contributions. If suggested amounts are billed on an initial renewal notice, open balances for this type of dues product will not appear on the Reminder Notices unless other non-voluntary item(s) with open balances appear as well.
• MISC - Typically used for miscellaneous charges such as initiation fees. If one-time miscellaneous fees of this nature exist, special pricing rules must be defined to dictate the conditions for charging for when and how much to charge for the miscellaneous item. For example, special pricing rules that are based on Join Date.
• SEC - Represents optional additional section organizations, such as professional activity groups. This type should not be entered on the Set up customer types window, because SEC represents only groups that are joined on request. After section items have been subscribed to, the section items appear on Initial and Reminder Notices.
• CHAPT - Products that are defined as CHAPT are automatically created when the Chapter field is populated on the Manage customers window. This designation is used for optional chapter organizations that are available in addition to regular organizations. This type should not be entered on the Set up customer types window because chapter organizations vary from customer to customer.
• SUB - Represents optional billing products, such as journals and magazines that are available in addition to regular memberships. Generally, this type should not be entered on the Set up customer types window because subscription items are ordered only on request (unless they are mandatory and will be billed to all customers). After being subscribed to, SUB items appear on subsequent renewal billings.