Members Module: Advanced Search - Batch Operations | Scribe

Members Module: Advanced Search - Batch Operations

  • Heather Hester |
  • 12 steps |
  • 2 minutes
  • SentinelmembershipSentinelmembership
1
On the Advanced Search results page, click the blue "Batch Operations" button.

Batch Billing

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Tip! For more detailed information on Billing and Invoices see the help menu on the Accounts Receivable Module Menu.
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Batch Billing allows you to create per-capita invoices for all the people in the search results. Click on the "Batch Billing" button. Note: if the search results include members not eligible for billing (ie: alumni), you will receive an error message when generating the invoice.
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Populate the fields on the left side of the screen.
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Click "Add Line Item" under the Line Type you wish to use.
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Populate the fields: - Select the "Detail or Aggregate?" drop down - Aggregate creates one line item for all members on the invoice - Create Details creates a line item for each member on the invoice - Select the product from the drop down - Populate the Item Cost Use the red "Remove" button to delete any lines created in error.
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Once finished adding all the charges, click the green "Create Invoices" button.
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A display of the most recent invoices loads. Clicking on the chapter name will open the Chapter Record in a new tab. Click the blue "Edit" button.
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The invoice opens.

Batch Membership Change

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Batch Membership Change allows you to create change the membership type and/or status for all the people in your search results. Click on the "Batch Membership Change" button.
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Select the radio button for the field(s) you wish to edit.
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Select the Membership Type and Status you want to update the members to and select a Status On date. Click the green "Update Membership" button.
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A list of all the people in the search results displays showing their changed membership type status.