Documentation
Documentation

Creating an Open Cash Dues Item for a New Customer

You can apply a payment to both cash and cash accrual dues, but the two types of payments display differently on the Service Central windows.

  • Only cash dues subscriptions invoke the Paid Thru dates and display as individual line items on the Payment Entry window
  • You can bill a customer for cash dues, but not accrual dues through the Service Central module
  • You can only bill the customer once using Service Central for dues products from the Member Type table.
  • Accrual billings are included in one line item, as in the Cash Receipts window. After the initial billing, only additional dues and non-dues items may be processed for a customer in Service Central.

Scenario: A customer calls to join the association in order to receive a price break on an order. This requires you to:

  • Enter new customer information
  • Create an open dues item
  • Process an order
  • Apply a credit card payment for both Dues and Orders

To add a new customer

  1. Enter information for the new customer on the Manage customers window.
  2. Click Save.
  3. From Service Central, select Process customer requests to open the Process customer requests window populated with the new customer information.

To create an open dues item

  1. From Service Central, select Process billing to open the Process billing window.
  2. Click New to populate the window with the customer information.
  3. Click the checkbox to enable the Bill New Mem. Type Items feature. New fields display when you process a dues item that has not been billed.
  4. Click Bill New on the Process billing window to create a cash dues open line item.
  5. Click Save.
  6. From Service Central, select Process customer requests to open the Process customer requests window with the new dues/subscription line item (SUB).

To process an order

  1. From Service Central, select Process orders to open the Process orders window.
  2. Click New.
  3. Accept the default Order Type, or change it by clicking the lookup icon to select a type or by entering a value.
  4. Press Tab and continue to enter the order information.
  5. Click Save.

Process sales transactions window