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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0KY0HA">(Finance or Administrator permission level required)</span></div>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JY0HA">Click </span><span style="font-weight: bold;">Groups</span> in the left-hand menu.</div></td>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0IY0HA">Group Fee Items may also be created by clicking </span><span style="font-weight: bold;">Setup</span> in the left-hand menu and clicking <span style="font-weight: bold;">Fee Items List</span>. Continue on with step 5 shown here.</div>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HY0HA">Click the </span><span style="font-weight: bold;">Home</span> tab and then click the title of the desired Group.</div></td>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GY0HA">Click the </span><span style="font-weight: bold;">Fees</span> tab.</div></td>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FY0HA">Click </span><span style="font-weight: bold;">Define Fee Item Types.</span></div></td>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EY0HA">Click </span><span style="font-weight: bold;">Add Fee Items</span>.</div></td>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DY0HA">Complete the Fee Item fields as desired making sure to specify an </span><span style="font-weight: bold;">Item Type</span> of <span style="font-weight: bold;">Group Fee</span>. (see “<span style="font-family: Calibri; font-size: 11pt;">Fee Item Fields</span>” in the Fee Items section for more details)</div></td>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0CY0HA">To create invoices for a group that has been assigned a fee item with a One-Time Billing Cycle, </span><span style="font-weight: bold;">Bill Group Now</span> must be selected on the Group <span style="font-weight: bold;">Fees</span> tab. </div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0BY0HA">Creating invoices for a group that has been assigned a fee item with a </span><span style="font-weight: bold;">Billing Cycle</span> of Annual, Semi-Annual, Quarterly, or Monthly, allows you to invoice from the <span style="font-weight: bold;">Billing</span> module by selecting the Group <span style="font-weight: bold;">Batch Type</span> and the appropriate Billing Month. These fees are treated as recurring fees and will be included automatically in Group billing batch.</div>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AY0HA">Click </span><span style="font-weight: bold;">Save & Exit</span>.</div></td>
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06X0HA">Click </span><span style="font-weight: bold;">Groups</span> in the left-hand menu to return to the Groups module.</div></td>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E05X0HA">[[Image:ChamberMaster_Billing-Create_Group_Fee_Item-CMBilling.1.079.1.jpg]]</span></div>
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| − | <div style="font-family: Garamond; font-size: 8pt;"><span id="wwpID0E04X0HA"> </span></div>
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| − | <div style="font-family: Garamond; font-size: 8pt; text-indent: 36pt;"><span id="wwpID0E03X0HA">Figure 5-1 Creating a Group Fee Item</span></div>
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