Billing Initial Setup

From Support Wiki
Revision as of 20:35, 17 August 2015 by SPederson (talk | contribs) (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...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search

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 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 the next invoicing cycle, your member's account 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.