Cash Dues Billing

The billing process involves entering payments, updating billing expiration (Paid Thru) dates in each customer's record, creating history (activity) records for each customer and line item paid, and generating cash/income accounting transactions that produce reports and then post to the GL interface.

The billing procedure is designed to be as automatic as possible, minimizing extra steps and user intervention. Within one window, you can generate initial and reminder notices, produce bills for a large group of customers, perform individual and mass billing, and run bills for specific selection criteria such as customer type, Paid Thru date, and Renewed Thru date.

iMIS Billing allows multiple line items for each dues bill-up to ten standard items per customer type and optional subscription, section, and chapter lines. The billing periods can be set up at a system-wide default interval and overridden at the individual customer or product level. Intervals can be controlled to affect the billing amounts and the expiration (Paid Thru) dates.

Warning!  

Billing affects critical data throughout the database. Never generate Renewal Notices without first creating a backup copy of your iMIS data!

More:
Process billing window
Running mass dues billing
Running individual dues billing
Rebilling to correct an individual dues billing
Printing reminder notices
Generating mass billing data
For a dues billing run
For a non-dues billing run
For a dues rebilling run
For a non-dues rebilling run