Integrated Billing: To generate invoices for all one-time invoices for all members in a single step, select Billing->Invoices tab. Then select Monthly Renewals for the Batch Type and specify One-Time Fees Only for the Billing Month.QuickBooks Integration: To generate invoices for all one-time invoices for all members in a single step, select Include One Time invoices when selecting Generate Recurring Member Invoices in the QuickBooks menu.
1. On the Account tab, ensure that the one-time fee has been added in the Membership Fees and Dues area. If not, click Assign Fee Items and add the one-time fee.
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3. Edit the Invoice Options fields (see Figure 5-15 for QuickBooks integration example) or make desired changes to invoice fields (See Figure 5-16 for integrated Billing example). QuickBooks integration only: Ensure that the check box(es) in front of the desired invoice items are selected. You may click to select any or all one-time fees to be included on this invoice.
4. Click Create Invoice Now (QB integration) or click Save (integrated Billing). The invoice is automatically created at this time.Figure 5-15 Invoice One-Time Item (QuickBooks integration example shown)Figure 5-16 Invoice One-Time Item (integrated Billing example)