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Monthly billing run: review who renews, then run billing and send the invoices in one go
Pick a renewal month on Memberships, click Bill this month, check the list, and PrismAMS creates every next-term invoice and emails it with a pay-by-card link.
Associations bill dues by anniversary month. Until now each renewal invoice was created one membership at a time. The billing run does the month in one sitting, with a review step first, because that is how the office actually works: look at the list, fix what is wrong, then send.
- On Memberships, choose a month in the Renewal month filter and click Bill this month.
- You get everyone whose bill date falls in that month, with the new term and the dues each invoice will carry, and who it will be emailed to. Anyone who is left out says why: an invoice already exists, the member type is billed by hand, or there are no dues.
- Untick anyone who should wait, leave the email switch on, and click Run billing and send invoices. Each invoice lands on the member's balance, the PDF goes out with a Pay invoice online button, and the renewal reminders follow on their usual schedule.
- Switch the email off to create the invoices quietly and send them later from each membership.