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Integrated Billing

Getting Started

Chart of Accounts

Sales Tax

Setting Up Sales Tax – the big picture

Using Sales Tax – the big picture

Create individual tax items

Assign Individual Tax Items to a Tax Set

Ensure that the Non Tax Set has no tax assigned

Fees and Dues

Modify or create fees and dues items

Searching the Fee items list

Edit pricing - when pricing is the same for all members

Edit pricing – when pricing is varied between members

Modify the members associated with a Fee Item

Tiered Dues Billing

Mass Fee Editor

Setup Members’ Account

Setup Basic Member Account Features

Assign Fee Items to a Member Account

Assign Fee Item in Date Range (Plus edition or greater)

Assign Bundled Fee Item (Plus edition or greater)

Assign Fee Item for automatic recurring credit/debit card or ACH billing

View report of all assigned membership fee items

Select Billing Preferences

Modify Payment Methods

Set Payment Method Defaults

Set Defaults for Payments and Deposits

Modify Payment Terms

Modify Customer Messages

Invoice Templates

To select a default template

Include your logo on template

Template Options

Edit an Invoice Template

Add “Renewal Period” to an Invoice Template

Transaction Classes

Create Transaction Classes

Assign Transaction Classes to Transactions

Create Recurring Member Invoices

Create Batch of Recurring Invoices

Create batch of recurring epayment transactions

Setup and assign manual epayment fees

Setup and assign automatic epayment fees

Create the recurring monthly epayment batch (for both manual or automatic epayments)

Return to an invoice batch

Reprint/Email a single invoice

View an invoice

Place invoice(s) back on the “To be Printed/Emailed” List

Print/Email All Undelivered Invoices

Payments, Sales Receipts, Credits, and Deposits

Selecting the Payment and Receipt “Deposit To” Account

Payments

Receive Payments

Associated Payment reports

Sales Receipts

Create a Sales Receipt

Associated Sales Receipt Reports

Credits

Create a Credit

Apply a Credit Before Payment is Received

Apply a Credit When Payment is Received

Associated Credit reports

Deposits

Make a deposit

Associated Deposit reports

Write-off Balance

Refunds

Discounts

Assign Discount Before Payment is Received

Assign Discount When Payment is Received

Delete a Discount

Reprint Invoices, Statements, and Reports

Reprint Invoices

Create Statements

Billing Reports

Print Collection Letters, Thank yous, and Notifications

Notification letters

Collection Letters

Thank you Letters

Edit Letter Templates

Group Billing

Create Group Fee Item

Assign Group Fee Item

Assign a fee – from in the Groups module

Assign a fee – from the Setup module

Set Unique Billing Amounts for Individuals

Create Invoices for a Group

Create Invoices from the Groups module

Create Invoices from the Billing module (for Annual, Semi-Annual, Quarterly, or Monthly only)

Lookup batch from previous recurring Group Billing

Event Billing

Setup Event Billing

Create and modify event fee items

Fee Item fields

Set Billing Preferences

Event Discounts

Create Event Invoices

Create event invoices (from the Events module)

Create event invoices (from the Billing module)

Return to an Event Invoice Batch

Print Sales Receipts

Credit Card Sales Receipts

Cash Sales Receipts

Credit Card Processing

Event Registration – Integrated Billing

Online Membership Application – Integrated Billing

Member Bill Pay – Integrated Billing

Automatic Recurring Credit Card Billing and/or ACH Billing

Enable Customer Information Manager (CIM) with Authorize.Net

Enable ability to securely store and access epayment profiles in ChamberMaster / MemberZone

Enable eCheck.Net (ACH) with Authorize.Net

Enable the ability to process echecks (ACH) in ChamberMaster / MemberZone

Adding an epayment profile

Editing an epayment profile

FAQs on automatic epayments, recurring credit card and ACH billing

Export to QuickBooks, Peachtree or Other Program

QuickBooks Online import

Peachtree Import

Export Tips and Info

Journal Entry Export – Accrual Basis vs. Cash Basis

Selecting Appropriate Deposit Option on Export screen

Run Member Update Activity Report

Apply Payments to Open Amounts in QuickBooks

Integrated Billing FAQs

What is the Recognized Income checkbox that appears when I create invoices?

What does the Associate with Event button do?

What does the Break event link button do?

How can I send a carbon copy of my invoices to someone besides billing rep?