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Magic Resource Center Article
February may conjure up images of cupids and valentines but it’s also an excellent month to send out dues statements. Brokers and agents alike need to be notified of outstanding dues invoices. Rapattoni Magic allows you to customize the aging message that appears on a statement by billing type and days past due. Each of your statements and invoices can be accessed from Print Statements/Invoices.
To access your list of invoices and statements, you will need to (F5) zoom in the Statement/Invoice Type field. Once you have highlighted the appropriate invoice/statement, click on the Advanced Setup button.
On the Statement/Invoice Setup form, click on the Messages tab. Once you click on the tab your window should look similar to this:
Each aging tab (Current, Over 30 Days, Over 60 Days and Over 90 Days) can be customized to print different messages based on billing type. For example, the message for a Designated Realtor® could be different from the one that will appear for a Realtor®. The Current tab allows you to set up messages to print on statements/invoices that are current. The Over 30 Days tab allows you to set up messages to print on statements/invoices that have balances between 31–60 days due. The Over 60 Days tab allows you to set up messages to print on statements/invoices that have balances between 61–90 days due. The Over 90 Days tab allows you to set up messages to print on statements/invoices that have balances at least 91 days due. Only the Current tab message will display on invoices/statements if the Print Aging option is not checked on the General tab.
Please note that if multiple unpaid invoices exist for a member, the software prints the billing message for the oldest outstanding amount. |
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