Difference between revisions of "Billing Initial Setup"
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(Created page with "==Imported Data Check== 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 che...") |
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| − | + | '''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. | |
| − | 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. | ||
| − | If no billing information has been imported, each member will have a starting balance of $0. When you begin | + | '''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. |
[[Category: Billing]] | [[Category: Billing]] | ||
Revision as of 20:38, 17 August 2015
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.
