Navigation for Billing

To gain access to the Billing task list items, select Billing from the navigation bar and the following task list displays.

Enter and edit payments

Select this task to enter payments received from customers.

Process billing

Select this task to bill customers and generate renewal notices. Use this option to specify which billing cycle to use and to select billing options (renewals).

Process accrual dues

(Displays when the Accrual accounting method is enabled on the Set up general options window.) Select this task to view all mass billing batches and print billing-oriented detail and summary reports for review and posting, and to enter adjustments that reduce or reverse normal open AR items.

Generate reports

Select this task to print customer cards, invoices, tables, and transaction lists.

Manage expired members

Select this task to process customers whose customer term has expired.

Set up module

Select this task to set up general billing options, define billing cycles, and create products for billing.