-- EosHelios - 27 Apr 2011

How to do Orders for Dues and CSC

1. 1. Look up the person paying in Companies
   1. Check that the address is correct
   2. Add a spouse/family member contact if you can/need to

1. 2. Click onto the contact & check info
   1. Make sure you’re on the right contact i. Click to the right one using the arrows
   2. 

1. Add/Change any phone #s, email address, etc on the contact. i. If a home phone numbers is in the “Other” field but no in the “direct” field move it there.

1. Go to the dues or CSC CRM account
   1. Click on the contact’s Sales/Marketing and then on the CRM tab
   2. Click on the purple circle next to the Dues or CSC account to be paid
   3. Move the CRM Account window to one side of your screen

1. 4. Note the paid thru date
   1. For a CSC that’s on the More tab in the paid thru box
   2. For dues it’s the Date End
   3. Note what the new paid thru date will be with today’s payment

1. 5. Open an Order from the account
   1. Click on the Billing History tab
   2. Click on the red circle to open an unpaid order (status color that’s not grey)
   3. If there are no unpaid orders, go to Actions and click on Run Auto-Bill Now to make one

1. 6. Edit the order
   1. In the title – for CSC add the month(s) being paid Ex: CSC March or for dues add the year being paid Ex: 2011-2012
   2. Add a route
   3. Adjust the quantity if needed and add any additional items
2. 7. Save the Order and apply payment
   1. Click the green plus i. Click the orange box to add the order’s amount due

ii. Click the payment type and put in the check or credit card #

1. Apply the payment

1. 8. Write the order # and company # on the document

1. 9. Check the paid thru dates on the CRM account
   1. Click back to the dues or CSC CRM Account (it should still be open, if not click on the purple circle next to it on the order)

10. Compare the dates you noted in step 4 with what is there now (paying the order should move them)

For Dues:

1. The Date End should be 1 year more than it was i. The dues Date End/paid thru is always the last day of a month

ii. The Next Date (billing date) should be the 1^st of the month before the Date End

1. Ex: If the Date End is 10/31/11 the Next Date is 9/1/11

For CSC:

1. The Paid Thru on the More tab advances by the # of months they paid for i. The CSC paid thru is always the last day of a month

ii. The Date End of a CSC account should match the Next Date too

1. c. Check the Next Date of the CSC i. The Next Date (billing date) needs to be the month after the paid thru, it might be wrong it they paid several months
2. Ex: if the Paid Thru is 9/31/2013 the Next Date is 10/1/2013

11. Close the CRM account, the order, the contact and look up the next company

Saved 2/25/11

H:\Gdrive\Aace System\Part 3a - Wiki Documents For ACE\How To Do Orders For Dues & CSC.Docx

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