Using Scheduled Invoices

Scheduled Invoices

Left-hand Navigation: Compass Billing » Compass Billing Actions » Scheduled Invoices

Use this page to create invoices that will automatically post to a chapter's Invoice (Chapter » Compass Billing » Invoices) on a future date.  Scheduled Invoices are ideal for flat rate charges, such as Annual Dues, and/or per member charges for the chapter.

Creating an Invoice

1. Click the "Add" button in the top right-hand corner.
2. Fill in these fields (bolded are required):
   • Enter the Bill On date. This is the date the scheduled invoice will post.
   • Enter the Invoice Name (example: Fall 2019 Annual Dues)
   • Enter the Interval (example: Fall).
   • Enter the Year.
   • Choose whether to Auto Post.
     • If you uncheck the box, the invoices will not automatically post on the Bill On date, and you will need to manually post them in Invoice Listing (Compass Billing » Compass Billing Actions) on the date.
   • Classification will stay set to Chapter.
   • Enter any Notes, if applicable.
   • Under Status, move the status types in the box on the right, to the box on the left if that status type should be invoiced. Only the ones on the left will be invoiced.
   • Under Chapter, move the chapters in the box on the right, to the box on the left if that chapter should be invoiced. Only the ones on the left will be invoiced, pending on if their status type also matches that in the left box under Status.

1. You will be redirected to the main Scheduled Invoices page and see that the invoices you created are not under “Un-Posted Scheduled Invoices”.
   • It will remain in the un-posted section until the Bill On date, then move to the “Posted Scheduled Invoices” section.
2. With the un-posted invoice created, click "Add Transactions".

1. Click Add in the top right-hand corner.
2. Fill in these fields (all are required): 
   • Select the Charge Type from the picklist.
     • If Standard charge type is selected:
       1. Select the Transaction Type.
       2. Select the Account.
       3. Enter the Description.
       4. Enter the Amount.
       5. Click "Add Scheduled Invoice Transaction"
     • If Per-Member charge type is selected:
       1. Select the Transaction Type.
       2. Select the Account.
       3. Enter the Description.
       4. Enter the Amount.