Overview of the Dues Billing Procedure

This section outlines the procedure for creating invoices for all members who are scheduled to be billed for dues in a specified month.

1. Perform the “Billing Info Diagnostics”
   This step is not required, but it is strongly recommended. Using this tool helps find errors in members’ billing information.
2. Create A/R Invoices for dues
   You can have CC-Assist automatically create multiple A/R Invoices for dues.
3. Apply any unapplied credits
   This step is not required, but it is recommended. The purpose of this step is to make sure that you do not send any invoices for which payment was received but not applied.
   If you find any unapplied credits that should have been applied, apply them before you print or e-mail the invoices (see next step).
4. Create payments for invoices paid with recurring billing
   This step is necessary only if you have members setup with recurring billing in Authorize.NET. You can automatically create payments for the membership dues invoices for these members.
5. Print or e-mail invoices