Create Recurring Member Invoices

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Revision as of 22:58, 15 August 2015 by SPederson (talk | contribs)
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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.

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.

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).

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”