Create Recurring Member Invoices

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Revision as of 15:30, 29 March 2016 by MSchave (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 to be 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.

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