Billing Initial Setup

Imported Data: If you are new to this application's Billing module, information may have been imported from your previous billing solution. If so, you may want to check your beginning balances and other pertinent information for each member to ensure that your data is correct.

No Imported Data: If no billing information has been imported, each member will have a starting balance of $0. When you begin your next invoicing cycle, your members' accounts will begin. In either case, begin by creating or double-checking your Chart of Accounts and setting up the desired selections for Membership Fees, Payment Terms, Payment Methods, Customer Messages, and Sales Tax options.