Correcting membership renewal billings (rebill)

Cash billing

iMIS allows you to rebill members in order to correct a previous membership billing generation. You will need to rebill a member if one of the following is true:

• The pricing originally used for the renewal bill run was incorrect
• The original dues billing did not include a line item

Note: A renewal billing can be combined with a rebilling.

Note: You cannot change the accounting method (cash or accrual) when rebilling a member. You cannot run a rebill for an accrual billing.

Before rebilling members, correct the reason for rebill:

• If you need to add or remove a product from the billing cycle, see Creating billing cycles.
• If you need to change the pricing of a product, see Customer types, or Defining special pricing.

Do the following to regenerate membership billings:

1. Go to Membership > Renewals > Generate renewals.
2. Enter a Billing run name. This name should be descriptive of the content and purpose of the billing.
3. From the Billing cycle drop-down, select the billing cycle you wish to rebill.
4. For the Billing type, select Rebill.
5. The Bill date defaults to today's date and should remain unaltered.
6. The Effective date is the first day of the new term. Update the Effective date if necessary.
7. In the Bill date between fields, enter a range that encompasses the original bill date.
8. Specify any other criteria, then click Generate Bills.
9. Select the Logs tab to verify your billing run, then select your billing run to verify the details of the billing.

Accrual billing

iMIS does not allow you to rebill an accrual billing run. You will need to correct a renewal billing for a member if one of the following is true:

• The pricing originally used for the renewal bill run was incorrect
• The original dues billing did not include a line item

Important! If you haven't posted the batch for the accrual billing run, delete the batch and make the appropriate changes.

If the accrual billing batch has already been posted, follow these steps: 

1. Reverse or Write off the accrual invoice completely.

Note: Reversing the invoice from the account page will create a credit memo reversing entry against the revenue account. Writing off the invoice will affect the Write-Off/Offset GL account, not the revenue account.

2. If you wrote off the invoice, you must reset the member's Renewed through date on the Membership details panel on the member's account page. If you reversed the invoice, the Renewed through date was automatically cleared.



3. Reset the member's Paid through date only if the date was advanced for the new billing period.
4. Run a one-off accrual billing for the member. See Generating a renewal from the member profile page for more information.