Understanding the billing process

The Billing process includes the following steps:

Define who needs to be billed according to customer type and an optional category.
Decide for which billing products they are going to be billed and specify how to calculate the charges. In Billing system setup, you define product codes for customer billing.
Specify when to generate renewal notices. iMIS calculates renewal notices automatically by monitoring customers' Paid Thru (expiration) dates. Renewal notices can be processed individually or in batches.

The following diagram is an overview of the Billing setup process.

These are the topics related to these processes:

How to Bill: Performing Billing for Cash Dues (see Cash Dues Billing)
What to Bill: Defining Product Codes
Who to Bill: Setting up Customer Types
How to Present the Bill: Customizing the Renewal Notice Formats (see Certification System Options window), Creating Billing Cycles
What to Bill to Whom: Creating Billing Cycles
How Much to Bill: Defining Special Pricing, Defining Prorating Rules
How to Set Up List Billing: Setting up List Billing