If you have fees that apply to certain groups, you can assign the fee to the group and then quickly generate an invoice via the Task List. Fees can be assigned via the Groups module or the fee setup list itself.
Assign Group Fees via the Groups Module
- For the desired group, click the Fees tab.
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Click Assign Fee Item.
- Select the desired Group fee item from the Fee Item Type drop-down list. NOTE: Only fee items that you have set up of type Group will be available in the list. See Working with Fee Items for further instructions on setting your fee items.
- Enter a Description of the fee (optional).
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Update the Fee Amount as needed. This fee should be either an annual fee or a one-time fee. If billing monthly, enter the annual amount and the system will take the annual amount and divide it into twelve monthly payments.
- Choose the Billing Cycle.
- Set the Status to Active.
- Click Save.
Assign Group Fees via the Setup Module
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Click Setup in the left-hand menu.
- Click Fee Items List in the Billing area.
- Click the hyperlink in the Association column for the desired fee item.
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Click Assign Item to Additional Groups.
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Click the desired group in the Choose Groups box.
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Click the right double-headed arrow to move the name to the Selected Groups box.
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Click Continue.
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Click Save Changes and then click Close Window.
Create Invoices for Group
Group invoices can always be created from selections within the Groups module or if Annual, Semi-Annual, Quarterly, or Monthly was selected for the fee item Billing Cycle, then the group invoices may be created as part of a batch in the Billing module. If One-Time is selected as the Billing Cycle on the fee item, then the invoices may only be created by selecting Bill Group Now on the Fees tab in the Groups module.
Group invoices are created for one group at a time. If more than one fee is assigned to the group, all fees assigned to the group will be invoiced together on one invoice.
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Create invoices from the Groups module.
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Create invoices from the Billing module (for Annual, semi-annual, quarterly, or monthly).
Create Invoices from the Groups Module
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Click Groups in the left-hand menu.
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Click the Home tab and then click the title of the desired Group.
- Click the Fees tab.
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Click Bill Group Now. If the selected Billing Cycle is Annual, Semi-Annual, Quarterly, or Monthly, make sure that the Billing Month dropdown selection is on the desired month. Then your group invoices will appear on the list.
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See Create a Batch of Recurring Invoices for further instructions on creating and delivering invoices. Please note: disabled and/or inactive reps are NOT included in the batch billing.
