QuickBooks Billing-Create Recurring Invoices View Financial Activ

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Create Recurring Invoices & View Financial Activity

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Create Recurring Invoices & View Financial Activity

QuickBooks will remain your financial software – using it to receive payments, apply credits, print statements, and process financial reports along with many other tasks.

However, ChamberMaster, with its unique tracking of membership data, provides some special tools that directly interface with QuickBooks. Creating a batch of QuickBooks invoices may be accomplished with a single click in ChamberMaster for the following:

Recurring membership fees and dues invoices

Event invoices

One-time invoices

These selections in ChamberMaster actually create the invoices in QuickBooks where they may be modified, printed, emailed or handled as any other QuickBooks invoice.

Having these options available in ChamberMaster provides the ability to create invoices efficiently using data from ChamberMaster but never limits your ability to also create invoices in QuickBooks as desired. Any combination of methods for creating invoices may be implemented.

This chapter provides information on how to create invoices in QuickBooks for recurring membership fees and dues. Receiving payments is only done in QuickBooks. But as this section explains, viewing of the invoice and payment activity may be done in ChamberMaster.

“Create Event Invoices” provides instruction on how to create event invoices and one-time invoices are explained in “Create One-time Invoices”.