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
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.
