Hot New Features-Display Renewal Period on Invoice
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Previous Updates : Display Renewal Period on Invoice
Display Renewal Period on Invoice
Released 8/2/2011
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Applies only to those with Integrated Billing |
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To include this renewal period, a new field must be added to an existing invoice template or you must use a template that already includes the Renewal Period field such as the pre-defined template titled “Default Invoice w/ Renewal Period.” |
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To modify your invoice template, see “Add Renewal Period to an Invoice Template”. |
Figure 1
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The renewal period that displays is based on the assignment given to the member on their Members->Account tab. For example, a fee assignment with Annual frequency and a renewal month of August would display the renewal period “August 2011 – July 2012” when creating the August 2011 batch of invoices. Quarterly frequency with a renewal month of August would display “August 2011 – October 2011” |
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If multiple recurring fees are billed on a single invoice, the period for the item with the largest annual total will be used. |
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The renewal period will display on invoices that are created using batch type Monthly Renewal or Monthly Renewals - epayments. |
