The ORD660 batch/TRS job provides you with a paper invoice. Download your current copy of the invoice from the Affiliate AMS Program Assets knowledge base from your state folder. Mark up your copy of the invoice, and a program team member will implement the changes you request.
When running the ORD660 batch/TRS job, you select a specific setup code that allows various default settings. The default and advanced job parameters control what orders Personify360 includes in the invoice run, including balance amounts, dates, and billing groups. Click the Change Invoice Setup service offering to have a program team member update your invoice setup codes. A detailed list of your setup codes is available in the Affiliate AMS Program Assets knowledge base.
Personify360 supports email notifications, and you can send email invoices using the ORD660 batch job. The program team can update the content/details of your email invoice. Make sure you download and mark up your current invoice available in the Affiliate AMS Program Assets knowledge base. Use the Update Email Invoice service offering to get started.
We all know that there are exceptions to the rule, and we want to execute the best experience for our members. You may not know where to start; therefore, if there’s a problem or issue you or a constituent is having throughout any part of your dues collection & billing process, don’t hesitate to reach out and report that to us today. Request support for your event.