Billing

This Billing section is designed to assist in the setup and daily activities of staff/employees who use the integrated billing solution.

Overview Videos

• Billing I: Getting Started    

Description: Do you need to get started with the integrated Billing module? Learn how to setup your Chart of Accounts, fee items, and Sales Tax. Setup custom customer messages, payment terms, payment methods, and set system-wide defaults. (Note: this training is not intended for those using the CQI integration) Length: ~15 minutes.

• Billing II: Day to Day Activities    

Description: An overview of the daily activity as it relates to billing: creating invoices, posting payments, issuing credits, running reports, etc. Includes information on what the difference is between a payment and a receipt as well as when to use credits, discounts and write-offs. (Note: this training is not intended for those using the CQI integration) Length: ~15 minutes.

FAQs

Get answers to billing frequently asked questions.

Billing Help Topics

Getting Started

This section provides staff with the details on setting up the selections required for using the Billing module.

Recurring Member Invoices

Explains the steps required to create the regular invoices for membership - annual, semi-annual, quarterly, and/or monthly invoices.

Payments, Sales Receipt, Credits, and Deposits

Contains steps and tips for receiving payment, crating sales receipts, applying credits, and making deposits. Write-offs and Discounts are also covered.

Print Collection Letters, Thank you’s, and Notifications

Explains options for printing pre-defined or self-defined letters to specific members based on your own set of criteria.

Statements and Reports

Provides a foundation for delivering statements and accessing the multitude of reports available.

Group Billing

Explains how to bill individuals within a Group.

Event Billing

Contains steps for setting up Event fees and create event invoices.

Credit Card Processing

Explains steps to implement credit card payment into event registration, online membership applications, and member bill pay.

Export to QuickBooks or Other Program

Will explain the initial items to check, how to run a trial export, and give tips and instruction for exporting on a regular basis.