Magic Resource Center Article
| Magic Resource Center Article |
Title: |
Billing Procedures
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Submitted by:
|
Rapattoni
Magic Software Support |
Updated: |
August 5, 2005 |
Version: |
Rapattoni
Magic 8, 9 |
Issue: |
How do I get
step-by-step help with my billing procedures or month-end processes?
|
Did you know that there is a step-by-step list of how
to do your dues billing, monthly billing and month end procedure in Rapattoni
Magic? The billing procedures guide you through your billings with easy-to-follow
instructions and give you the necessary assistance to complete them with
confidence. It also keeps a log that tracks the date, time, and user who
completed each step of the procedure. The Rapattoni Magic Support staff is also able
to customize the billing procedures to your specific needs and make them
more useful for your staff.
Locating the Billing Procedure Catalog:




Locating the Month End Procedure Catalog:




Once in the appropriate catalog, you can access the
standard procedures that have been set up for your reference.
There may also be additional custom procedures created specifically for
your association. Each procedure has unique steps that help you through
the billing process. As you work through each step by clicking the
Run Program button, the software time stamps the step. This allows you
to keep track of which step you are currently working on and stay better
organized.
NOTE: You may also print the entire procedure for your
reference by clicking Print Procedure Log.
For specific help with each step, you can use the View
Notes button or click on View Step Help. These buttons provide details
on each step and give any additional assistance that you may require.
By using these procedure catalogs, you will be ensured of completing your
billing processes with accuracy and ease!
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