Difference between revisions of "Create Recurring Member Invoices"

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Invoices for members that will be generated on a regular basis can be generated using the batch feature in the Billing module.
 
Invoices for members that will be generated on a regular basis can be generated using the batch feature in the Billing module.
  
If your organization bills everyone at the same time, once a year, setting the fee item frequency to annual and then creating your batch once a year is all that needs done. If your organization bills periodically throughout the year based on member preferences or other factors, then creating your batch of invoices monthly or quarterly would be most likely.
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If your association bills everyone at the same time, once a year, setting the fee item frequency to annual and then creating your batch once a year is all that needs to be done. If your association bills periodically throughout the year based on member preferences or other factors, then creating your batch of invoices monthly or quarterly would be most likely.
  
Whatever your situation, creating invoices in a batch is done the same way – just selecting the appropriate month for each member (whether the selecting the month of the annual renewals or the next billing-cycle month).
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Whatever your situation, creating invoices in a batch is done the same way.
  
'''Note:''' A Fee Item(s) with desired frequency and a Renewal Month must be assigned to your Members. Setting up the Members’ Account is the foundation for creating recurring membership invoices. See “Setup Member Account”
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'''Note:''' A Fee Item with desired frequency and a Renewal Month must be assigned to your Members. Setting up the Members Account is the foundation for creating recurring membership invoices. See [[Setup_Basic_Member_Account_Features|Setup Member Account]]
  
 
*[[Create a Batch of Recurring Invoices]]
 
*[[Create a Batch of Recurring Invoices]]
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*[[Create_Batch_of_Recurring_Epayment_Transactions]]
 
*[[Return_to_an_Invoice_Batch|Return to an invoice batch]]
 
*[[Return_to_an_Invoice_Batch|Return to an invoice batch]]
 
*[[Reprint/Email_a_Single_Invoice|Reprint/Email a single invoice]]
 
*[[Reprint/Email_a_Single_Invoice|Reprint/Email a single invoice]]
*[[View an Invoice]]
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*[[View an Invoice|View an invoice]]
*[[Place invoice(s) back on the “To be Printed/Emailed” list]]
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*[[Place_an_Invoice_Back_on_the_“To_be_Printed/Emailed"_List|Place invoice back on the “To be Printed/Emailed” list]]
*[[Print/Email All Undelivered Invoices]]
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*[[Print/Email all undelivered invoices]]
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[[Category: Billing]]

Latest revision as of 14:08, 14 April 2016

Invoices for members that will be generated on a regular basis can be generated using the batch feature in the Billing module.

If your association bills everyone at the same time, once a year, setting the fee item frequency to annual and then creating your batch once a year is all that needs to be done. If your association bills periodically throughout the year based on member preferences or other factors, then creating your batch of invoices monthly or quarterly would be most likely.

Whatever your situation, creating invoices in a batch is done the same way.

Note: A Fee Item with desired frequency and a Renewal Month must be assigned to your Members. Setting up the Members Account is the foundation for creating recurring membership invoices. See Setup Member Account