View source for Member Management-Invoice a one-time item

<div xmlns="http://www.w3.org/1999/xhtml">
  <div style="text-align: left;">[[Member_Management-TableOfContents|Table of Contents]] | [[Member_Management-Assign_Fee_with_Start_and_Stop_date_(Plus_editio|Previous]] | [[Member_Management-Transaction_History|Next]] | [[Member_Management-Index|Index]]</div>
  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
    <span>[[Member_Management-Manage_Account_Information_2|Manage Account Information]]</span> : <span>[[Member_Management-Membership_Fees_and_Dues|Membership Fees and Dues]]</span> : Invoice a one-time item </div>
  <hr />
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 18pt;"><span id="wwpID0E0VF0HA">Invoice a one-time item </span></div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0UF0HA">One-time items may be invoiced one member at a time on their Account tab, or you may generate all one-time invoices together at the same time.</span></div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0TF0HA">Integrated Billing: To generate invoices for all one-time invoices for all members in a single step, select Billing-&gt;Invoices tab. Then select </span><span style="font-weight: bold;">Monthly Renewals</span> for the <span style="font-weight: bold;">Batch Type</span> and specify <span style="font-weight: bold;">One-Time Fees Only</span> for the <span style="font-weight: bold;">Billing Month</span>.</div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0SF0HA">[[Image:Member_Management-Invoice_a_one-time_item-MemberManagement.1.76.1.jpg]]</span></div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0RF0HA">QuickBooks Integration: To generate invoices for all one-time invoices for all members in a single step, select </span><span style="font-weight: bold;">Include One Time invoices </span>when selecting <span style="font-weight: bold;">Generate Recurring Member Invoices</span> in the <span style="font-weight: bold;">QuickBooks </span>menu.</div>
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt; margin-top: 6pt;"><span id="wwpID0E0QF0HA">Create a single one-time invoice</span></div>
  <div style="margin-left: 18pt;">
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
      <tr valign="baseline">
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1.	</div></td>
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0PF0HA">On the </span><span style="font-weight: bold;">Account</span> tab, ensure that the one-time fee has been added in the <span style="font-weight: bold;">Membership Fees and Dues</span> area.  If not, click <span style="font-weight: bold;">Assign Fee Items</span> and add the one-time fee.</div></td>
      </tr>
    </table>
  </div>
  <div style="margin-left: 18pt;">
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
      <tr valign="baseline">
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2.	</div></td>
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OF0HA">Click </span><span style="font-weight: bold;">invoice now</span> in the <span style="font-weight: bold;">Frequency</span> column for the desired one-time fee.</div></td>
      </tr>
    </table>
  </div>
  <div style="margin-left: 18pt;">
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
      <tr valign="baseline">
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3.	</div></td>
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NF0HA">Edit the </span><span style="font-weight: bold;">Invoice Options</span> fields  (see Figure 5-15 for QuickBooks integration example) or make desired changes to invoice fields (See Figure 5-16 for integrated Billing example). <span style="font-size: 10pt;">QuickBooks integration only: Ensure that the check box(es) in front of the desired invoice items are selected.  You may click to select any or all one-time fees to be included on this invoice.</span></div></td>
      </tr>
    </table>
  </div>
  <div style="margin-left: 18pt;">
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
      <tr valign="baseline">
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4.	</div></td>
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MF0HA">Click </span><span style="font-weight: bold;">Create Invoice Now </span>(QB integration)<span style="font-weight: bold;"> </span>or click <span style="font-weight: bold;">Save (integrated Billing)</span>.  The invoice is automatically created at this time.</div></td>
      </tr>
    </table>
  </div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0LF0HA">If connected via the QuickBooks integration, the QuickBooks connection must be active in order to complete this transaction.</span></div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0KF0HA">[[Image:Member_Management-Invoice_a_one-time_item-MemberManagement.1.76.2.jpg]]</span></div>
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0JF0HA">Figure 5-15</span></span> Invoice One-Time Item (QuickBooks integration example shown)</div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0IF0HA">[[Image:Member_Management-Invoice_a_one-time_item-MemberManagement.1.76.3.jpg]]</span></div>
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 12pt;"><span id="wwpID0E0HF0HA">Figure 5-16</span></span> Invoice One-Time Item (integrated Billing example)</div>
</div>