Managing Billing

Select Setup in the left-hand navigation panel.
Click Template Manager in the Billing section. By default the Transaction type will display Invoice. The loaded template lists the name of the template currently displayed.
From the loaded template drop-down list, select the template you wish to view/modify.
Edit the template as desired. Rich Text Editor functions are available to customize the template. See Working with the Rich Text Editor for instructions.
Insert the desired field by clicking Add Database Field, open the Billing Template Fields, scroll to and click the desired field.
Type a new name for this edited template in the Template Name field and click Save As (so not to modify the original in case you need to return to the old template).
Make sure to select this new template when creating your invoices.

	NOTE: The database field titled [invoice_compact_lineitems] generates a unique output when used and is not commonly included on templates except in rare occasions. This database field will take all individual line items billed to the customer and compact them into a single item on the invoice that is displayed to the customer. The line item total will include the total of all individual line items. The line item description for the first item on the invoice is the only item that will display to the customer. In your software, you will still see all individual line items but the customer is kept from getting bogged down with all the items that make up that single item that you’d like to bill them.

Select Setup in the left-hand navigation panel.
Click Template Manager in the Billing section.
Select Statement from the Transaction Type list.
From the Loaded Template drop-down list, select the template you wish to view/modify.
Edit the template as desired. Rich Text Editor functions are available to customize the template. See Working with the Rich Text Editor for instructions.
Type a new name for this edited template in the Template Name field.
Click Save As (so not to modify the original in case you need to return to the old template).
Click Close.

Select Setup in the left-hand navigation panel.
Click Template Manager in the Billing section.
Select Credit Memos from the Transaction Type list.
From the Loaded Template drop-down list, select the template you wish to view/modify.
Edit the template as desired. Rich Text Editor functions are available to customize the template. See
Insert the desired field by clicking Add Database Field, open the Billing Template Fields, scroll to and click the desired field.
Type a new name for this edited template in the Template Name field.
Click Save As (so as not to modify the original in case you need to return to the old template).
Click Close.

Select Setup in the left-hand navigation panel.
Click Template Manager in the Billing section.
Select Payments from the Transaction Type list.
From the Loaded Template drop-down list, select the template you wish to view/modify.
Edit the template as desired. Rich Text Editor functions are available to customize the template. See Working with the Rich Text Editor for instructions.
Insert the desired field by clicking Add Database Field, open the Billing Template Fields, scroll to and click the desired field.
Type a new name for this edited template in the Template Name field.
Click Save As (so as not to modify the original in case you need to return to the old template).
Click Close.

Select Setup in the left-hand navigation panel.
Click Template Manager in the Billing section.
Select Collection Letter from the Transaction Type list.
From the Loaded Template drop-down list, select the template you wish to view/modify.
Edit the template as desired. Rich Text Editor functions are available to customize the template. See Working with the Rich Text Editor for instructions.
Insert the desired field by clicking Add Database Field, open the Billing Template Fields, scroll to and click the desired field.
Type a new name for this edited template in the Template Name field.
Click Save As (so as not to modify the original in case you need to return to the old template).
Click Close.

Select Setup in the left-hand navigation panel.
Click Template Manager in the Billing section.
Select Notification Letter from the Transaction Type list.
From the Loaded Template drop-down list, select the template you wish to view/modify.
Edit the template as desired. Rich Text Editor functions are available to customize the template. See Working with the Rich Text Editor for instructions.
Insert the desired field by clicking Add Database Field, open the Billing Template Fields, scroll to and click the desired field.
Type a new name for this edited template in the Template Name field.
Click Save As (so as not to modify the original in case you need to return to the old template).
Click Close.

	IMPORTANT Make sure not to modify the items in [] brackets. These items contain custom programming that will automatically populate with specific information from your member’s account. If you accidentally modify/delete these fields, do not save but close the window. If the accidental modification was already saved, click the Add Database field icon to replace the item and save your updates.

Select Setup in the left-hand navigation panel.
Click Template Manager in the Billing section.
Select Thank You Letter from the Transaction Type list.
From the Loaded Template drop-down list, select the template you wish to view/modify.
Edit the template as desired. Rich Text Editor functions are available to customize the template. See
Insert the desired field by clicking Add Database Field, open the Billing Template Fields, scroll to and click the desired field.
Type a new name for this edited template in the Template Name field.
Click Save As (so as not to modify the original in case you need to return to the old template).
Click Close.

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