IN PROGRESS

Here is a series of focused videos on various topics related to the Billing module. 

Webinars

• Setting up Billing (49 minutes)
  • Handout(PDF)
• Managing Daily Billing Activities (40 minutes)
  • Handout (PDF)
• Managing Membership Dues Billing (59 mins.)
  • Handout

The Basics

Billing - Initial Setup

• Setup your Chart of Accounts
• Import Chart of Accounts
• Setting up Fee Items
• View and Update Invoice Templates
• Setting Up QuickBooks Transaction Classes
• Configure your Finance Settings
• Setup Invoice Terms
• Setup Taxes
• Store Payment Profiles in the Back Office

Billing  - Daily Activities

• Create a One-off Invoice
• Apply a Discount to a New Invoice
• Create and Apply Credits
• Create Refunds
• Create a One-off Invoice for Recurring Dues
• Void an Invoice
• Process Credit Card Payments
• Process Credit Card Payment for External Processor
• Process Check Payments
• Process Cash Payments
• Remove all Invoices from Pending Delivery Tab

Advanced/Related Topics

Billing - Advanced Topics

• Managing Dues Recalculation
• Best Practices for Running Upcoming Billing 
• Create a one off invoice for Recurring Billing
• Update Membership Dues Annual to Monthly
• Close your Accounting Periods
• Implement and Manage Auto-payment
• Redeliver Past Dues Invoices
• Managing Membership Dues Prepayment **Coming Soon**
• Issue a Statement to Primary for all other staff in the organization **Coming Soon**
• Assign & Manage Taxes **Coming Soon**