Purpose: This routine allows for printing/emailing/exporting of the original invoices for a group of members in the current invoice print data file (see Step 1: Create New Invoice Print Data). The term "original" does not necessarily mean that these are the first notices for each member. Any number of "original" invoices can be subsequently generated to provide second, third, and final notices. The term is used exclusively to distinguish these invoices from any duplicate ones that might occasionally be required (see Duplicate Invoice(s)).
Note: Invoice formats are customized to the specific requirements of each association. Both a primary and alternate invoice format can be created. These would be needed if for example a different format is needed for the annual billing vs. pro-rated billings.
Launch Point: This routine can be launched from the following location(s):
•Dues → Routines → Invoice Process →
Example: When the routine is launched the report wizard will open including options for print orders and email options.
Note: If the Display option to exclude persons whose firm pays dues in print original invoices and terminate members preference is turned on in System Preferences under Dues – General, a check-box for Exclude persons whose firm pays dues is shown in step 1.
Note: If your association uses the payment plan functionality, a step 6 for Specify Payment Plan option is displayed in the report wizard. This step has check-boxes for Exclude persons on payment plan for DUES in CURRENT year and Exclude persons on payment plan for DUES in PRIOR years.
If there is no current invoice print data file you will get this message when you launch the routine. See Step 1: Create New Invoice Print Data routine for creating a new invoice print data file.