Manage customers window - Billing tab

From Customers, select Manage customers, find customer record, and select Billing tab

Payment

Opens the Dues/Subscription Payments by Individual window for this customer record.

Create Invoice

Opens the Dues Billing Selections window where you can generate initial and renewal notices, produce bills for a large group of customers or subscribers, and process bills for groups that meet more specific selection criteria.

History/Current

Toggles between the current and history view of billing activities for this customer.

To view a billing item

  1. Open a customer's record in the Manage customers window.
  2. Select the Billing tab.
  3. Select the gray box to the left of the Date field to open the Dues/Subscription Item Detail window for the billing item.
  4. Review the information on the Dues/Subscription Item Detail window and then click OK.

To delete a billing record

You can delete billing records that display on the Billing tab, provided your administrator has assigned you the appropriate permissions.

Note: Accrual dues subscription records with a non-zero balance cannot be deleted from the Billing tab.

  1. From Customers, select Manage customers.
  2. Find a customer's record.
  3. Select the Billing tab.
  4. Select the record you want to delete.
  5. Press Delete on the keyboard. A message displays asking you to confirm the deletion:
    • Click Yes to have the record deleted from the tab and the database; or
    • Click No to cancel the deletion.

    6. Note: If no record in the Billing tab has the focus, pressing Delete will have no effect.