Add “Renewal Period” to an Invoice Template

1.	Select Setup->Template Manager.

For more information, see “Edit an Invoice Template”.

2.	Select to edit the desired “loaded template”.

3.	Optional: Type the desired text in the desired location (such as “For renewal period:”) in the Page Layout area of your template. See text example below in the blue color.

4.	Insert the invoice_renewal_period field immediately following this text by clicking Add Database Field (), open the Billing Template Fields, and scroll to and click the last one in this section titled, “Invoice Renewal Period”. See the results below displayed in the yellow color.

Sample of editing an invoice template to include the new keyterm

5.	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 for any reason).

6.	Make sure to select this new template when creating your invoices. Printed output on the invoice will display the renewal period at your newly designated location.

The renewal period that displays is based on the assignment given to the member on their Members->Account tab. For example, a fee assignment with annual frequency and a renewal month of August would display the renewal period “August 2011 – July 2012” when creating the August 2011 batch of invoices. Quarterly frequency with a renewal month of August would display “August 2011 – October 2011”

If multiple recurring fees are billed on a single invoice, the period for the item with the largest annual total will be used.

The renewal period will display on invoices that are created using batch type Monthly Renewal or Monthly Renewal - epayments.