View an Invoice

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Create Recurring Member Invoices : View an invoice

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View an invoice

When an invoice is viewed, it may also be printed or emailed again while viewing. It may also be marked to be printed or marked to be emailed at this time and delivered later in a batch by selecting Print/Email Invoices from the Reports tab in the Billing module. See “Print/Email All Undelivered Invoices”.

An invoice may be viewed from the original batch. Click the Ref # in the Status column.

Figure 2-16 Location in the invoice batch to view an invoice

An invoice may be viewed from the Member’s Account tab. Click Members. Click the Account tab. Open the Transaction History area and click the Invoice number in the Invoice # column.

Figure 2-17 Location in the Member’s Account to view an invoice

Note: The Next Billed column in the Membership Fees and Dues area on the Members’ Account tab, reflects the name of the monthly batch that this fee/due will be included in or already has been included in. This column will automatically display the next billing month when the current date passes that month. For instance, if the current date is February 2011 and a fee/due is set to be billed in Februrary 2011, the Next Billed column will display February 2011 until March 1, 2011; then it will automatically switch and display February 2012. To see if a particular fee/due has been billed, refer to the transactions displayed in the Transaction History area.

An invoice may be viewed from the Billing Center. Click Billing. Click the Billing Center tab. Locate the desired member and click the Invoice number in the Invoice # column.

Figure 2-18 Location in the Billing Center to view an invoice