To create a new billing cycle

  1. From the Set up billing cycles window, click New.
  2. Enter the name of the billing cycle in the Cycle Name field.

    3. Warning!  

    Do not add special characters to the billing cycle name.

  3. Select whom to bill.
    1. Select the customer types to bill from the Member Types column.
    2. Select the Categories to include for this billing cycle.
  4. Enable the Other Billing Instructions options, if any.
  5. Enable Web Options, if any.
  6. Select the Products to be included in the bill. If you enable the Add Member Type Items option, do not select any customer type-referenced products from the scrolling list.
  7. Define how to present the bill.
    1. Select the drop-down Forms list to select the renewal notice format for this billing cycle.
    2. Select the Major Sort option to be used to sort the order in which the bills are printed.
    3. Select the Member Sort option to be used to order the individuals (Ship to) on the list bill.
    4. Select the Product Sort option to be used to order the line items on the dues bill.
    5. Enable the appropriate Include options, if any that also need to be billed.
  8. Select the Annual/Anniv drop-down list, and select when the billing cycle should be billed (Annual or Anniversary) or retain the default setting. iMIS defaults to the setting specified on the Set up general options window.
  9. Select the Cash/Accrual drop-down list and select the Cash or Accrual accounting method of or retain the default setting. iMIS defaults to the setting specified on the Set up general options window.
  10. Click Save.