For a dues billing run

When the Renewal billing option is selected on a new mass dues billing, the following decisions are made to determine who gets billed and what gets billed.

Who gets billed

Customers who meet the following requirements:

• Meet the customer type and billing category selection requirements of the selected billing cycle.
• Have an Active status that begins with the A, or have an Inactive status that begins with the letter I, or have a Suspended status that begins with the letter S. Inactive and suspended customers will be billed only if the Include options have been selected for the billing cycle.
• Have an overall customer term Paid Thru date before the Effective Date on the Dues Billing Selections window.
• Have an overall customer term Renewed Thru date before the Effective Date on the Dues Billing Selections window.
• If specified, have a main Chapter Code on the Manage customers window that matches the chapter under the Additional Options - Process a Chapter selection on the Dues Billing Selections window.
• Have data elements that pass the test of the specified Ad Hoc Search under Additional Options on the Dues Billing Selections window (if selected).

What gets billed

Line items that meet the following requirements:

• Are cross-referenced on the Set up customer types window.
• Are not cross-referenced on the Set up customer types window, but have an active status and are included, either directly or indirectly (for example, by type), in the billing cycle's list of products.

Note: For a dues billing run where the Add Member Type Items option has been enabled, the Paid Thru and Billed Thru dates of the individual lines items are ignored.

Note: If an individual line item has a different Paid Thru date than that of the overall customer but is included in the dues billing cycle, the new billed term forces that line item to be resynchronized to match that of the overall customer term date status.