Display Renewal Period on Invoice

Released 8/2/2011

Applies only to those with Integrated Billing

To include this renewal period, a new field must be added to an existing invoice template or you must use a template that already includes the Renewal Period field such as the pre-defined template titled “Default Invoice w/ Renewal Period.”

To modify your invoice template, see “Add Renewal Period to an Invoice Template”.

Figure 1

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 Renewals - epayments.