To define a new product code

  1. From the Set up billing products window, click New.
  2. Enter a Product Type.
  3. Enter a Code that identifies the product.

    4. Warning!  

    Do not add special characters to the product code.

  4. Enter a descriptive Title for the billing product. This title will display on the customer's bill and on other windows.
  5. (optional) Enter a detailed description in the Description field.
  6. (optional) Set the Standard Price information.  As a rule of thumb, if the product will be cross-referenced to a customer type through the Set up customer types window, do not enter an amount in the Standard Price area.
    1. Enter the default standard customer pricing, if any, in the Regular field.
    2. Enter the default non-customer pricing, if any, in the Non-Member field. Even if the same rate for customers applies to non-customers, enter the rate again in the Non-Member price field.
  7. Enter the G/L Acct number. (Required for iMIS G/L interface users)
  8. (optional) Enter the Deferred account number. This field is available only when iMIS is licensed for the Deferred Income module.
  9. (optional) Select the appropriate prorating rule. See Defining Prorating Rules.

    10. Warning!  

    Do not select a prorating rule if the Do Not Prorate option or the Standard Prorating option is selected on the Set up general options window (see General options window).

  10. (optional) Select the Fundraising Item checkbox if the product is a fundraising product. When the Fundraising Item checkbox is selected, the Fair Market Value, Appeal, and Campaign fields are activated, and the Entity field is changed to the Fund field.
  11. (optional) Choose the financial Entity or Fund.
  12. (optional) For fundraising products, enter fundraising information (Appeal, Campaign, and Fair Market Value).
  13. (optional) Enter the Pay Priority.
  14. Enter the Renewal Months if you want to override the Standard Billing Interval set on the Set up general options window.
  15. Click Save.

    16. Note: Chapter product codes are usually added on the Chapters window (from Customers, select Set up tables > Chapters). Pricing for CHAPT type products can be set on the Set up products window.

    Note: If a product code will be linked to a customer types, the pricing for the product code should be set in the Dues Billing section on the Set up customer types window or on the Special Pricing window. Do not set the pricing for a mandatory product item on the Set up products window.