For a non-dues billing run

While data for customers of non-dues products must match the criteria as outlined in the following “Who Gets Billed” section, only customers who have one or more line items that meet the billing criteria will be billed.

Who gets billed

Customers of non-dues products 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 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 Dues Billing Selections window (if selected).
• Have at least one billable line item that meets the criteria in the list of items to be billed.

What gets billed

Line items that meet the following criteria:

• Already exists in the customer's list of product line items (for example, items displayed on the top half of the Billing tab).
• Are included, either directly or indirectly, in the billing cycle's list of products.
• Have an Active status or, in the case of a section-type product, have an Inactive status.
• Have an individual non-dues product Paid Thru date before the Effective Date on the Dues Billing Selections window.
• Have an individual non-dues product Billed Thru date before the Effective Date on the Dues Billing Selections window.