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Tracking and exporting fapiaos for memberships
A fapiao is legal receipt that servers as proof of purchase for a good or service. The fapiao invoice system is an important part of tax law in China. All customers located in China can track fapiao information for all event and membership purchases made in Chinese RMB. Fapiaos can be managed in the Fapiaos subsection of the Finance section.
Sorting membership fapiaos with list selectors
You can sort membership fapiaos by going to the filter of the Finance module’s Fapiao section and clicking the down arrow that is part of each list selector. Available list selectors include:
- Status Selector
- All Statuses: This displays all fapiaos.
- Requested: This displays all requested fapiaos.
- Printed: This displays all printed fapiaos.
- Delivered: This displays all delivered fapiaos.
- Canceled: This displays all canceled fapiaos.
- Fapiao Selector
- All Fapiaos: This displays all fapiaos.
- VAT General: This displays all VAT General fapiaos.
- VAT Special: This displays all VAT Special fapiaos.
- Delivery Method Selector
- All Delivery Methods: This displays all delivery methods.
- Pickup at the Office: This displays all fapiaos picked up at your office.
- By Mail: This displays all fapiaos delivered by mail.
- Date Selectors
- The From Date and To Date selectors allow you to sort fapiaos according to date.
- Origin Selectors
- Event: This displays the origin location Event Registration
- Membership: This displays all the locations that fapiaos can originate from within Membership
Managing membership fapiaos with quick-access icons
You can use any of the quick-access icons to manage the table display. Quick-access icons include:
- Search: Click the magnifying glass icon to quickly search fapiaos.
- Export: Click the export icon to download all fapiaos included in your search.
- When you click export, you will have the option to merge information for third-party fapiao tracking software.
Fast actions for membership fapiaos
You can click the three dots icon in the row of your desired fapiao to perform fast actions related to the fapiao.
- View Transaction Details: This takes you to the related registration page.
- Printed: This will change the fapiao status to printed.
- Delivered: This will change the fapiao status to delivered.
- Canceled: This will change the fapiao status to canceled. This cannot be undone.
