For a dues rebilling run

When the Rebill billing option is selected on a mass dues rebilling run, the criteria for who gets billed is the same as the requirements for the initial billing run, except that the Renewed Thru date should be in advance of the Effective Date. The original billing date of the main dues product (the product that is listed first on the Set up customer types window) must fall within the specified rebill date range.

Who gets billed

Customers who meet the following criteria:

• Meet the customer type and billing category selection requirements of the selected billing cycle.
• Have an Active status that begins with the letter A, 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 Process billing window.
• Have a main Chapter code on the Manage customers window that matches the chapter (if specified) under Additional Options - Process a Chapter on the Dues Billing Selections window.
• Have data elements that pass the test of the specified Ad Hoc Search under Additional Options on the Process billing window (if selected).
• Have an overall customer term Renewed Thru date in advance of the Effective Date on the Process billing window.
• Have an active line item whose product code matches that of the first cross-referenced item on the associated Set up customer types window and has an original bill date within the Begin Rebill and End Rebill Date range, inclusive.

What gets billed

Line items that meet the following criteria:

• 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.