Magic Resource Center Article

Magic Resource Center Article

Title:

Billing Procedures

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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