Create Invoices from the Groups module

1.	Click Groups in the left-hand menu.

2.	Click the Home tab and then click the title of the desired Group.

3.	Click the Fees tab.

4.	Click Bill Group Now.

Figure 5-7 Billing in the Groups module

5.	If the selected Billing Cycle is Annual, Semi-Annual, Quarterly, or Monthly, make sure that the Billing Month drop-down selection is on the desired month. Then your group invoices will appear on the list.

6.	If desired, select a message that will be printed on each invoice. Note: click edit to modify the message or create a one-time custom message to display on all invoices.

7.	Complete the rest of the fields including Invoice Date, Date Due, and Payment Terms.

If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for batch of invoices.

Figure 5-8 Group invoicing

8.	Click Save Batch or Deliver Invoices. If clicking Save Batch, you can return to a batch of invoices at any time to deliver them (email or print them). If clicking Deliver Invoices, continue to the next step.

Even if only viewing the invoices when clicking Deliver Invoices, the invoices will be created. If you clicked Deliver Invoices and do not want this batch created, close the Deliver window and click Delete Batch.

Either choice, Save Batch or Deliver Invoices, will create the batch of invoices. Deliver Invoices will create the invoices and immediately open a window with options to print and/or email the invoices.

9.	The Deliver Customer Invoices window will appear. Make appropriate Delivery Method selections and follow the instructions on the screen. Refer to Chapter 2, “Recurring Member Invoices” for more detailed instructions on Delivery Method selections.

Changes made to the Contact Name or address on the Deliver Customer Invoices window does not modify the Member’s Account information. Permanent Billing Rep or address changes must be made in the Members module.

Only one batch of recurring invoices may be created each month. Invoices may be excluded from a batch.

If multiple fee items are assigned to this group, all fees will be billed together on the same invoice when clicking Bill Group Now.