HOW TO REVISE AMOUNT FOR UNPAID MEMBERSHIP/EVENT INVOICE

HOW TO REVISE AMOUNT FOR UNPAID MEMBERSHIP/EVENT INVOICE

If the invoice is not “Paid”, you can edit the amount by navigating to Finance → Invoices locate the open invoice, click the 3 dots on the right side and select Edit. Under “Items” you should be able to edit … Read More
WHICH EMAIL NOTIFICATIONS THE MEMBERSHIP INVOICE IS ATTACHED TO?

WHICH EMAIL NOTIFICATIONS THE MEMBERSHIP INVOICE IS ATTACHED TO?

The workflow settings that you have set up during the membership type creation would determine on which email notification the invoice will be attach. If there is no approval required, members will be able to receive an email notification (Subject: … Read More
HOW TO RESEND INVOICES TO ALL WHO HAVEN’T PAID YET

HOW TO RESEND INVOICES TO ALL WHO HAVEN’T PAID YET

If you wish to resend invoices in bulk you may do it by going to Invoices tab under Finance section, tick the box besides the Invoice Number to select all 20 invoices per page then click Resend Invoice as an … Read More
WHY THE ISSUE DATE FOR THE MEMBERSHIP INVOICE IS NOT THE DATE OF THE MEMBERSHIP EXPIRATION (AKA WHAT IS THE ISSUE DATE OF THE INVOICE?)

WHY THE ISSUE DATE FOR THE MEMBERSHIP INVOICE IS NOT THE DATE OF THE MEMBERSHIP EXPIRATION (AKA WHAT IS THE ISSUE DATE OF THE INVOICE?)

The configured date parameters for the renewal workflow will determine the issue date that will reflect on the membership renewal invoice. For example, the membership started at 28-08-2020 with 1 year duration and you have set 30 days before a … Read More
HOW TO COMBINE MULTIPLE/SPLIT ONE INVOICE(S)?

HOW TO COMBINE MULTIPLE/SPLIT ONE INVOICE(S)?

It is not possible to split invoices as of the moment but as an alternative, you may add another item on the invoice. In order to do that you will need to click Edit, add another item plus amount under … Read More
IS IT POSSIBLE TO DO A PARTIAL PAYMENT ON THE INVOICE?

IS IT POSSIBLE TO DO A PARTIAL PAYMENT ON THE INVOICE?

We do not have a feature that can enable partial payment for invoices. As a workaround, you can break the invoice items down by revising the current amount and add an additional item, but the payment is recorded/added one time … Read More