Invoice Schedule(s) Information

If you chose an account type of Installment or Open-End, use this form to set up each of the invoice schedules included on the agreement.

You can enter up to seven (7) invoice schedules. The first invoice schedule is number zero (0) and the last is number six (6).

To set up an invoice schedule:

  1. On the Invoice Schedule(s) Information form, click Edit.
  2. For the first invoice schedule, select Primary Invoice Schedule from the Primary/Additional list.
  3. Select a Profit Center. The profit center describes the purpose for which the monies are drafted. (For example, select the Dues profit center for the monthly membership fee.)
  4. Type a 1st Due Date. This is the date on which the first payment will be due.
  5. Type a Due Day. This is the date each subsequent payment will be due.
  6. Type the number of payments. This is the total number of payments made during the life of this membership. (For example, if a one-year membership will be paid on a monthly basis, type 12 in this field.)
  7. Type the Coupon Amount. This is the amount the member is responsible for if he or she elects not to provide a credit card, checking, or savings account number. The coupon amount will be equal to or greater than the draft amount.
  8. Type the Draft Amount. This is the amount that will be drafted for each scheduled payment.
  9. Click Save. The following message will appear at the top of the form: The invoice schedule has been set for this entry submission.
  10. To enter another invoice schedule:
  1. Select an additional invoice schedule from the list. For example: for the first additional schedule select Additional Schedule (1); for the second additional invoice schedule select Additional Schedule (2); and so on.
  2. Enter all of the information for the additional invoice schedule.
  3. Click Save.
  4. Repeat step 10 until all desired invoice schedules have been entered.
  1. When Finished, click Return to Summary.