Difference between revisions of "ChamberMaster Billing-View report of all assigned membership fee items"
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| − | + | #Click Billing in the left-hand menu. | |
| − | + | #Click the '''Reports''' tab. | |
| − | + | #Click '''Membership Renewals''' in the '''Sales''' section. The '''Membership Renewals''' filter options window will display. | |
| − | + | #Make the desired selections, click '''Refresh Report'''. '''Note''': to view all assigned membership fee items, set the filter options as displayed in Figure 2-6 below. | |
| − | + | #:[[Image:ChamberMaster_Billing-View_report_of_all_assigned_membership_fee_items-CMBilling.1.024.2.jpg]]</span></div> | |
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| − | + | Your report will display for viewing purposes. Click '''Print Report''', '''Print PDF''', or '''Download Report''' to output the report. | |
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| − | + | To sort the report on columns, click Download Report and open in Microsoft Excel. Then use Excel commands to sort and organize. Tip: Make sure to select AutoFit Row Height and AutoFit Column Width so that you are viewing all the downloaded data. In Excel 2007, these choices are on the Home tab in Cells group. Click Format. | |
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<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0PPB0HA">Note:</span></span> if any of your members do not have a <span style="font-weight: bold;">Renewal Month</span> assigned on the <span style="font-weight: bold;">Account</span> tab of their record, your screen will display a selection similar to Figure 2-7. Assign a Renewal Month to these members by clicking <span style="font-weight: bold;">View/Edit members with no renewal month</span>.</div> | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E0PPB0HA">Note:</span></span> if any of your members do not have a <span style="font-weight: bold;">Renewal Month</span> assigned on the <span style="font-weight: bold;">Account</span> tab of their record, your screen will display a selection similar to Figure 2-7. Assign a Renewal Month to these members by clicking <span style="font-weight: bold;">View/Edit members with no renewal month</span>.</div> | ||
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OPB0HA">[[Image:ChamberMaster_Billing-View_report_of_all_assigned_membership_fee_items-CMBilling.1.024.3.jpg]]</span></div> | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OPB0HA">[[Image:ChamberMaster_Billing-View_report_of_all_assigned_membership_fee_items-CMBilling.1.024.3.jpg]]</span></div> | ||
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<div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0IPB0HA">Figure 2-8 Member with multiple fees assigned</span></div> | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0IPB0HA">Figure 2-8 Member with multiple fees assigned</span></div> | ||
<div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0HPB0HA">Multiple fees may be assigned to a member but is highlighted here as an example in case this was not intended.</span></div> | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0HPB0HA">Multiple fees may be assigned to a member but is highlighted here as an example in case this was not intended.</span></div> | ||
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Latest revision as of 20:15, 24 April 2018
- Click Billing in the left-hand menu.
- Click the Reports tab.
- Click Membership Renewals in the Sales section. The Membership Renewals filter options window will display.
- Make the desired selections, click Refresh Report. Note: to view all assigned membership fee items, set the filter options as displayed in Figure 2-6 below.
Your report will display for viewing purposes. Click Print Report, Print PDF, or Download Report to output the report.
To sort the report on columns, click Download Report and open in Microsoft Excel. Then use Excel commands to sort and organize. Tip: Make sure to select AutoFit Row Height and AutoFit Column Width so that you are viewing all the downloaded data. In Excel 2007, these choices are on the Home tab in Cells group. Click Format.
Note: if any of your members do not have a Renewal Month assigned on the Account tab of their record, your screen will display a selection similar to Figure 2-7. Assign a Renewal Month to these members by clicking View/Edit members with no renewal month.
Figure 2-7 Members with no renewal month assigned
Example of members that do not have fee items assigned yet.
Example of member that has multiple fees assigned.
Figure 2-8 Member with multiple fees assigned
Multiple fees may be assigned to a member but is highlighted here as an example in case this was not intended.
