The first step is to add your users (employees, vendors, or technicians) to the system:

These are the people that will be doing the work and interacting with the system. To enter a user, click User Administration, then Add New User. Fill in the screen shown below and press enter.

The second step is to enter your clients:

These are the people you'll be doing work for. Click on Contact Database, then Add New Contact. Fill in this screen and click enter. Note: Set the bill rate here. The actual bill rate to the customer will be either this bill rate or the technician's bill rate, whichever is higher.

The third step is to setup recurring services for each member of your group:

On the contact's services screen you have a section for services. These are the ongoing dues that your members are required to pay.

1. Select the term by pulling down this list (every 3 months for example)
2. Enter the name of the service
3. Enter the bill rate of the recurring service
4. Enter the date the service starts

Once the services are entered the system does the rest. Everything, including resetting the from and to dates, is done automatically. This member is queued up to pay these services every three months from now on.

The fourth step is to auto-invoice:

When you run the Auto-Invoice function, the system looks at your database and selects all services due within the next 30 days. The screen shown here is all the clients whose services are due. To invoice these clients scroll to the bottom of the page and click Auto Invoice These Accounts.

The system does the rest:

1. It creates all invoices
2. Writes the text for each invoice
3. Sets new service to and from dates
3. Queue invoices up for printing
4. Records that an invoice has been issued on the contact record

This screen shows a sample client. Each entry is the invoice issued (and payments made) by this client. This shows:

1. The invoice number. Click this link will bring up the invoice (shown below).
2. The amount of the invoice (or payment made).
3. The current balance due for this client.

This screen is the web version of a standard invoice. Notice how the invoice text contains the services due, the term, and the cost. Membership System creates, prints, and tracks invoices automatically. All you need to do is enter the services one time and Membership System will invoice those accounts from that point on.