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3) Check Prepaid Minimum if members are to be billed their minimum amount in advance.

 

Schedule 

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 1) Frequency - Select the frequency of the Minimum (Monthly, Quarterly, Semi- Annual, Yearly, or Custom).

 

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2) Amount - Enter the amount of the Minimum.

 

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3) Start Month - Select the month the Minimum will begin.

 

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4) Day Ends - Select the day the Minimum ends.  Any unspent Minimum balances as of this day will be billed to the member.

 

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5) Annual Maximum - Specify an annual maximum. If there is not an annual maximum, check No Max.

 

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6) Includes Tax - If any tax charged on minimum eligible items should count toward the Minimum amount, check this box.

 Includes Service Charge - If any service charge charged on minimum eligible items should count toward the Minimum amount, check this box.

 

Includes These Item Groups 

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To remove an Excluded Area from the Minimum, highlight the Area from the selected Areas screen and choose Remove Selected.


 

Custom Scheduling

Minimums can also be applied on a custom basis.  For instance, with Custom Scheduling the user can specify which months out of the year the Minimum will apply to their members, or they can specify varying Minimum amounts depending on the month.

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