Deferring a Due for Invoicing

Introduction

This document outlines how to use the "Deferred for Invoicing" feature, which allows you to mark selected Dues so they cannot be invoiced until you decide otherwise.

Deferring Dues for invoicing provides you with greater control and flexibility in your billing operations. This feature is particularly useful when you have Dues that are not yet finalized, are subject to change, or need to be approved before invoicing. By marking these Dues as deferred, you can prevent them from being included in new invoices by mistake, allowing for more accurate and timely billing. It's an essential tool for managing your revenue stream effectively.

Deferring a Due will prevent it from being Deleted.

Steps to Mark a Due as Deferred for Invoicing

1. Navigate to the Accounts & Billing / Dues
2. Select Dues: Choose one or more Dues you wish to defer by clicking on the checkbox next to each Due.
3. Open Batch Actions Command
4. Choose 'Deferred for Invoicing': Select the option labeled 'Deferred for Invoicing'.

Steps to Remove Deferred Status

1. Navigate to the Accounts & Billing / Dues
2. Select Deferred Dues: Choose the Dues from which you wish to remove the deferred status.
3. Open Batch Actions Dropdown: Click on the 'Batch Actions' dropdown menu.
4. Choose 'Remove Deferred Status': Select this option to remove the deferred status.

Visual Indicators

• An icon will appear next to each Due that has been marked as deferred. Hover over this icon to see a tooltip confirming the deferred status.