Invoice Annual Administrative Fee

 

Purpose:  Generates annual administrative fee invoices. The report layout is customized for each association. See the Invoices report for all other fees.

 

Launch Point:  This report can be launched from the following location(s):

 

•      Review → Reports → Financial →

 

Example:  When the report is launched the report wizard will open

 

 

Includes options for who to invoice (all firms/persons with a balance due, one selected firm, one selected person, or one selected billing class), invoice message, invoice date, sort order, billing date, and age of past due transaction.