The REALTORS® Renewal Billing Series is a set of 4 short webinars, usually available live in late summer and early fall, to help our REALTOR® associations prep for their annual billing.
If there are no sessions on the calendar, keep checking back! We schedule them in late spring/early summer.
All four sessions are linked below along with their handouts.
REALTORS® Renewal Billing Series
Renewal Billing 1 - Configure your System for Maximum Billing Efficiencies
Are your finance settings configured optimally? Do you need to review your communications and email templates? This session will discuss the recommended setup for successfully in generating your January renewal invoices.
Renewal Billing 2 - Manage NAR Pricing Increase
New functionality has been introduced for you to easily specify new pricing, but importantly when the new price should take effect. In this session you will learn how to setup your membership type pricing for price increases.
Renewal Billing 3 - Verify your Data Prior to Running Upcoming Billing
Ensuring that the data such as fee schedules, next bill dates, etc is accurate will ensure that you can confidently generate your invoices for January. We will generate a variety of reports for data verification and introduce the new Review Next Bill Dates tool.
Renewal Billing 4 - Run Upcoming Billing
If you have viewed the first three sessions in this series, you are now ready to run your upcoming billing. This sessions will discuss running your billing for both those with a payment profile and those without. We will also review the process for delivering your invoice