How to Create Billing Codes
This is the second article in a series on how to setup billing for your events. To continue to the next article, click here »
Next you need to create billing codes so MRM knows what to charge your members and guests. These codes should match existing sales items in your point of sale solution.
- Sales Item #101 is Easter Brunch Equity Members $65
- Sales Item #102 is Easter Brunch Social Members $80
- Sales Item #103 is Easter Brunch Family Guest $90
- Sales Item #104 is Easter Brunch Unaccompanied Guest $100
Tip: Take this time to clean up your billing items in your point of sale solution. Note that at this point the pricing will be the price you have listed in your POS solution. In the example above, the unaccompanied guest rate is $100, however your guests will be billed $120 if that is the price you have listed in your POS system.
|First, locate the sales item in your point of sale solution: Point of Sale System > System Setup > Sales Items. It will be helpful to have this page open as you add its billing code to MRM.|
|In MRM, go to Applications > Advanced Configuration > Master Codes Maintenance and select Event Registration Billing Code.|
|Enter a code, description, and display sequence for your billing code and click Add Code. We recommend using the same code and description that appears in your POS solution.|
|Enter the Sales Item # exactly as it appears into the 3rd Party System Code field.
Note: It is critical that the 3rd Party System Code matches the Sales Item # exactly -- or else members may be billed for the wrong event or not at all
|Enter the Regular Price exactly as it appears into the Price field.
Note: Members will be charged the price that exists within Jonas. The price in MRM is only used for display.
|Flag the billing code as Active and click Save.|