Overriding the Paid Thru date

The Paid Thru date will advance to the end of the billed term (normally a year) if a line item is paid in full. The Paid Thru date can be manually overridden.

Warning!  

If the overwritten Paid Thru date is less than the calculated default Paid Thru date, manually backdate or blank out the related Renewed Thru date (dues payment) or the subscription Billed Thru date (non-dues payment). This step helps the next billing for this customer or subscriber run smoothly.
For example, suppose iMIS projected the Paid Thru date and Renewed Thru date to be 8/31/2001, but the Paid Thru date was changed at payment time to 6/30/2001. The Renewed Thru date, unless manually changed to the new Paid Thru date or blanked out, would prevent the customer from being billed on a renewal run for those customers expiring in June 2001. Instead, the customer would be renewed two months late.

To edit the Renewed Thru date for a customer

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Find the customer's record.
  3. Select the Financial tab.
  4. Change the Renewed Thru date.
  5. Click Save.

    6. Note: It is not necessary to edit the individual line items' Billed Thru dates for a dues product billing payment.

To edit the Billed Thru date for a subscription payment

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Find the customer's record.
  3. Select the Billing tab.
  4. Double-click the line item to be changed to open the Dues/Subscription Item Detail window
  5. Click Edit.
  6. Change the Thru date in the Last Billed section of the window.
  7. Click Save.

    8. Note: If the customer has elected to change to an alternate term (other than the one billed) at payment time, change the individual's Renew Months (on the Financial tab) or the subscription Billing Period (only on a non-dues bill line item), and rebill before applying the payment. For example, a customer was billed for the default 12-month term, but elected to pay quarterly. You can edit the customer's Renew Months on the Financial tab and then rebill using the procedures outlined in Rebilling to Correct an Individual Dues Billing. The amount, the projected Paid Thru date, and the Renewed Thru date are recalculated appropriately.