An Invoice type is a classification of the various types of invoices in iMIS.
Review the following to understand the different types:
- Regular – An invoice created from product orders and event registrations, and for charitable donations.
- Gift – An invoice created as part of a charitable donation transaction
- Pledge – An invoice created as part of a charitable donation that is to be paid later.
- AutoPayPledge – An invoice created by the Process recurring donations procedure.
- MembershipJoin – An invoice created when initially joining a membership group where the membership fees were not paid.
- MembershipRenewal – An invoice created by the Generate renewals procedure for a membership group.
- PastDueMembershipRenewal – An invoice created by the Generate renewals procedure for a membership renewal where the billing term is not the member’s current (most recently billed) term.
- AutoPayBilling – An invoice created when initially joining a membership group using an ACH payment method where the member enrolled in automatic renewals. The payment is delayed to allow the generation of an AutoPayAccount and the invoice which must be submitted to Pay Central to be processed.
- AutoPayRenewalBilling – An invoice created by the Generate renewals procedure for a membership group where the member is enrolled in automatic renewals.
- AutoPaySubscriptionFees - Not available for selection through the Open Invoice List Display content item but appears by default any time SubscriptionFees is configured to be shown. This invoice purpose is similar to AutoPayRenewalBilling, except it is generated by a non-membership billing cycle.
- InstallmentPledge – An invoice created as part of a charitable donation that is to be paid in multiple installments over a specified term.
- SubscriptionFees – An invoice created by the Generate renewals procedure for a non-membership group.
- MembershipAdjustment - Not available for selection through the Open Invoice List Display content item but appears by default any time a billing or membership invoice type is configured to display. This invoice purpose is used when an adjustment is made to a cash dues invoice after it has already been paid in full.
- AdditionalMembershipFees - Displays invoices created through the following scenarios:
- A staff user updates a member’s customer type while the member has an open cash-based membership invoice. The open invoice is converted to the AdditionalMembershipFees type and remains available for payment on the member’s account page.
- A member has an outstanding balance for some membership fees. They are billed for the next term, but those fees are not included in the renewal (e.g., the items were removed from the billing cycle). The older membership fees are now available to be paid or reversed in an invoice with an AdditionalMembershipFees type.
- A member adds optional items during renewal, but the payment must be reversed or refunded. The optional items are then available to pay or be reversed separately from the renewal invoice, in an invoice with an AdditionalMembershipFees type.
Note: In general, a Gift invoice should not have open balances.
When a membership is billed on an accrual basis, the invoice is generated and any subscriptions for that membership refer to that invoice. If that same membership is billed again, the subscriptions will refer to a new invoice (current invoice). The old invoice, if unpaid, is projected with the PastDueMembershipRenewal invoice type and has no subscriptions pointing to it. The membership has been subsequently billed and has a more recently billed invoice.
Note: The ability to adjust a cash dues invoice after it has already been paid in full is not yet available in iMIS EMS but was available in iMIS Desktop. There may be some invoices with this purpose, if the cash dues invoice was adjusted in iMIS Desktop before an upgrade to iMIS EMS.
Note: When an AdditionalMembershipFee invoice is paid in full or reversed, it no longer appears in iMIS.