Purpose: To better control the printing process and to enable historical tracking. Dues invoices are printed out of a temporary dues invoice print data file rather than directly from the Dues Ledger table. Printing control is particularly important when the invoices are printed in-house in zip code order. At a large association, this process could take a few days to complete. Any changes in the zip code data in either the Names or Firms files would cause significant problems in the zip code sort order. Therefore, the first step in printing invoices is to capture all the necessary data, including addresses, in a temporary dues invoice print data file. Thus, the user is assured that the captured data will remain unchanged throughout the printing process. This approach also facilitates historical tracking (see Step 3: Archive Current Invoice Print Data). No printed output results from this routine. The invoice print data remains in the temporary file, and a new invoice print data file cannot be created, until it is either archived or deleted.
Launch Point: This routine can be launched from the following location(s):
•Dues → Routines → Invoice Process →
Example: When the routine is launched a window will open
At the top of the window, choose the address information you want included in the invoice print data file using the Select Address Preference options.
The options in the Include group allow you to select who you want to create the invoice print data file for. Select the appropriate listing and click OK to create the invoice print data file.
A message confirming the people you want included in the invoice print data file will be shown. The text on the message will vary depending on which option was selected in the Include group. Click Yes to proceed.
When the invoice print data file has been created a message will be shown including a count of invoices and dollar amount associated with invoices in the print data file.