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How Does the System Work?
Invoicing of a Membership is as repeatable task. Think of having all your members in a database, one screen for each member. On that screen you have Membership Dues. This is where you set (shown in the screen above):
1. The billing period (monthly, quarterly, yearly)
2. The Name of the Service
3. The Amount of the Service
4. The Date when the Service went into effect.
When you run automatic billing the system will:
1. Determine which of your members are due.
2. Prepare and print an invoice.
3. Make a notation in the system they have been invoiced.
4. Adjust their cycle date for the next billing period.
How do the Invoices come out of the System?
The invoices and envelopes come out of your printer in mass. In other words, you press one button and all the invoices come out the printer at once.
Does the System Record Who Has been Invoiced?
Yes. When a customer is invoiced the system makes an entry that they have been invoiced. It creates a past due accounts report showing members who haven't paid. When payments come in, you record the payment, essentially working down the past due report to keep everyone current.
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