Make sure everyone is out of the package. Be sure the Fiscal year is set correctly in the File/Association/Accounting tab--this will update records during billing process.
Run the Accounting Info Roster within SAMS under "professional member accounting standard" for the current month you are billing for. This report shows balances due for that billing month.
Clean up any records that do not have a zero balance.
Zip the database through SAMS Utility Send Data to TSC.
Choose utilities/maintenance/member and run the bill members program. Enter the bill month you wish to bill for.
Print invoices and mail to members.
Choose utilities/maintenance/members and then run the inactivate/terminate/delete program to inactive members with balances.
NOTE: You run the I/T/D program to take members with a balance from last billing and make them inactive so they do not get billed again. This is typically done after the member has received three invoices from the association. If the member decides to pay later, then post the payment and the system will automatically change them to a status of A.
For example, on April 1 (assuming bill 30 days in advance),
you run billing for bill month 5 - using step 4 from above.
then print initial statement for bill month 5
print second statement for bill month 4
print third statement for bill month 3
Once all the above statements are printed, then do the I/A/T program for bill month 3 - step 6 from above.