Last updated on: January 06, 2026
- Save - If you like the auto match and everything looks good, click save and these matches will be brought back to the Setup Mappings step.
- Clear All - This option will remove all auto matched field mappings.
- Clear Last - Will remove last matched field mapping.
- Re-Match - This will attempt to re-match your available fields to the source columns again.
Billing Products Guide
This article 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.
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 - The priority order in which payment is applied.
- 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.
