-=> Quoting Alan Jennings to Richard Appling on 13 Aug 95  11:38:00 <=-
 AJ> I've used quickbooks for invoicing members of a civic association for
 AJ> dues and assessments. By memorizing invoices and setting up
 AJ> transaction groups for periodic posting, we are able to send invoices
 AJ> for specific "pledges" if you will. 
 AJ> Try setting up a receivable account for anticipated revenues. Make an
 AJ> invoice for each member "customer" using a prepared transaction like
 AJ> "MONTHLY PLEDGE" or whatever. Run the invoices when due. You can then
 AJ> track who is paying what. 
 AJ> You'll have to decide when to kill unpaid invoices, and you will need
 AJ> to run reports on the cash basis. Set up detail in your chart of
 AJ> accounts to afford tracking of kind of receipts, i.e.
 AJ> CONTRIBUTIONS:Pledges CONTRIBUTIONS:Love Offerings
 AJ> CONTRIBUTIONS:Bishop's New Car Fund
 AJ> etc.
Ok, Alan. I get that I need to make the membership "Customers" to do
this, instead of Other Names. I'm converting from QB for DOS ver. 4 (I
think), and everything came across as "Other Names". (God, I hate
converting files. I wish QuickBooks had DDE and OLE so I could hook it
up to Excell, or something.)
Do you know if it's possible to change the word "Customer" and "Invoice"
to "Member" and "Statement" or something? This stuff makes things sound
kind of commercial for my board.
Thanks for the hint...
Rich A.
... Definition: Politically Correct - Pithed American.
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