Billing Products guide

The following shares details on how to work with billing products data.

Complexity

Beginner

EMS Compatible

Yes

iMIS 2017 Compatible

Yes

Actions

Insert, Update, Insert / Update

Warning! If you have any prorate rules set up on a billing product, when you run an update job, it will reset the prorate rule back to the default value of Do not prorate. This is a bug in iMIS and has been reported as a defect.

  • Save - The matches are brought back to the Setup Mappings step.
  • Clear All - Removes all auto matched field mappings.
  • Clear Last - Removes last matched field mapping.
  • Re-Match - Attempts to re-match your available fields to the source columns again.

Mapping

Review the following required and optional mappings.

  • Required
    • Name - The name of the product.
    • Product Code - The ID of the product.
    • Type - The type of product.
  • Optional Fields
    • RECOMMENDED Description - The explanation / details of billing a product.
    • Deferred Income Account - The GL account associated with deferred income.
    • Discount Price - The discounted price for the product if set; often the member price.
    • Financial Entity - The entity associated with the product.
    • Income Account - The GL account associated with income.
    • Pay Priority - Enter a Pay priority to control the order in which payments are applied when multiple billing product lines are present, and the order in which line items are displayed during product billing and on renewal notices. Lower numbers indicate higher priority. For example, a product with a priority of 1 is processed and displayed before a product with a priority of 2.If multiple products share the same Pay priority, the order is determined alphabetically by Product code. This acts as a secondary sort. For example, if two products both have a Pay priority of 5, such as CHAPT/NORTH and CHAPT/WEST, the CHAPT/NORTH line item is processed and displayed before CHAPT/WEST because it appears first alphabetically.
    • Standard Price - The normal price for the product.
    • Term Span in Months - The number of months used to pay for the product.

Chapter codes

When using the Billing Product (Code) for a chapter, you must add “CHAPT/” to the front of the code. Go to Membership > Chapters to find the list of codes.

Example: You need to update the East Chapter. The Billing Product (Code) would be CHAPT/EAST.