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Understanding the invoice types

An Invoice type is a classification of the various types of invoices in iMIS.

Review the following to understand the different types:

  • Regular – An invoice created from product orders and event registrations, and for charitable donations.
  • Gift – An invoice created as part of a charitable donation transaction.
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    Note

    In general, a Gift invoice should not have open balances.

  • Pledge – An invoice created as part of a charitable donation that is to be paid later.
  • AutoPayPledge – An invoice created by the Process recurring donations procedure.
  • MembershipJoin – An invoice created when initially purchasing a membership join.
  • MembershipRenewal – An invoice created by the Generate renewals procedure.
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    Note

    Any [mid-term changes](../../../Features/Membership/Adjustments and reversals/Adjusting and cancelling membership subscriptions outside of the renewal process (mid-term changes).htm) made to a membership will adjust the previous invoice instead of creating a new invoice.

  • AutoPayBilling – An invoice created when initially joining a membership group using an ACH payment method where the member enrolled in automatic renewals. The payment is delayed to allow the generation of an AutoPayAccount and the invoice which must be submitted to Pay Central to be processed.
  • AutoPayRenewalBilling – An invoice created by the Generate renewals procedure when the member is enrolled in automatic renewals.
  • AutoPaySubscriptionFees - Not available for selection through the Open Invoice List Display content item but appears by default any time SubscriptionFees is configured to be shown. This invoice type is similar to AutoPayRenewalBilling, except it is generated by a non-membership billing cycle.
  • InstallmentPledge – An invoice created as part of a charitable donation that is to be paid in multiple installments over a specified term.
  • SubscriptionFees – An invoice created by the Generate renewals procedure for a non-membership billing cycle.
  • RenewalAdjustment - An invoice created when a member adds optional items during renewal.

Updated 3 months ago

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