Defining product codes

The Set up products window is used to define or create product codes for products that will be billed or for which your organization collects money. The Set up products window defines product line items, default pricing, and entity and General Ledger account information.

Only products with defined product codes can be billed. One product code should be created for each potential dues or subscription-type product or service that will be billed. Unless General Ledger account numbers vary by Customer type, a single, primary membership dues product can be established.

Note: To determine a price for a given product, iMIS first looks to see if a price is set on the Special Pricing window. If no price is set on the Special Pricing window, iMIS then checks the Set up customer types window. If no price is set or the Comp option is not enabled on the Set up customer types window, iMIS then looks on the Set up products window.

More:
Set up billing products window
To define a new product code
Defining the AVAIL_CREDIT product code
Configuring VAT or GST for dues products