Running individual dues billing

This section explains how to process renewal and rebill billing cycles for an individual (frequently done when a new customer joins an organization). The process for running individual dues billings includes the following:

  1. Select the customer for whom to process a renewal or rebill billing cycle
  2. (optional) Add line items
  3. Create an invoice
  4. Process the billing run

To run individual dues renewal billing

Note: If a dues payment is received with the customer application, see Combining billing and payment for a new customer for instructions on how to add information for a new customer and apply payment simultaneously.

  1. From Customers, select Manage customers.
  2. Find the customer's record.
  3. Select the Billing tab.
  4. (optional) Add line items. In billing, line items may need to be added if a customer has elected to:
    • Join an optional section;
    • Join a secondary chapter (other than the main chapter referenced on the Manage customers window); or
    • Subscribe to an optional journal (assuming the billing cycle provides for the billing of such optional items).

    Note: In the case of a non-dues billing run, the line item to be billed must exist in order for the item to be billed.

  5. Click New on the Billing tab. An empty Dues/Subscription Item Detail window opens.
  6. Click New on the Dues/Subscription Item Detail window.
  7. Enter the product code in the Item field or select the lookup icon to find an available value. For this example, a newsletter subscription has been added.
  8. Click Save. The Dues/Subscription Item Detail window closes and the new subscription item is inserted as a new billing item on the Billing tab.

    9. Note: When this customer is billed, the new subscription item will be added to the invoice.

  9. Click Create Invoice. The Dues Billing Selections window opens.
  10. Click New.
  11. Select a billing cycle to process.
  12. Select Renewals to generate a new billing.
  13. Select the Printing Options. In most cases, when generating a new bill you should select Initial Bill when Renewals is selected.
  14. (optional) Override the Run Date.
  15. (optional) Override the Effective Date.
  16. (optional) Select Additional Options.
  17. Click Run to process the billing run.

For annual billing, the Paid Thru date will be the last day of the fiscal year. In the previous example, the customer is billed on an anniversary basis and the journal subscription on an annual basis.

Note: See Billing run troubleshooting.