Create Invoices for Members
Creating invoices for members is now a trivial process...
- Click on the Admin link in the top-right corner to display the Administration Dashboard
- Scroll down to the Financials heading, and click on the Financial Members Report link to the right of this in the Admin Pages column
- The members listed in the first list on that page can be invoiced automatically. This list is sorted so that most out-of-date members are listed first (or if no members are out-of-date, then those next for renewal are listed first). Tick the box in the right-hand column that corresponds to each member for whom invoices should be created and emailed.
- Click the button at the bottom of the list called Create and Send new invoices. An invoice will be generated for each ticked member, and automatically emailed to them if they have an email address.
- To review the invoices that got created, click the date in the Outstanding Invoice(s) column. The address of that page is what gets emailed to each member. The page contains the details of each payment method that has been configured.
Mark an Invoice as Paid
When an Internet bank transfer or a cheque is received, it is necessary to mark the invoice as paid in the system, so that the member's membership details can be automatically updated.
There are two ways of doing this...
- Click on the Admin link in the top-right corner to display the Administration Dashboard
- Scroll down to the Financials heading, and click on the Financial Members Report link to the right of this in the Admin Pages column
- Locate the invoice that has just been paid, and click on the green tick next to it to mark it as paid.
Or...
- Click on the Admin link in the top-right corner to display the Administration Dashboard
- Scroll down to the Financials heading, and click on the View all Orders/Invoices/Bookings/Donations link to the right of this in the Admin Pages column
- Locate the invoice that has just been paid, and click on the green tick next to it to mark it as paid.
In either case, the member's membership record is automatically updated with their new expiry date and date last paid (today). Also, an email is sent to them informing them of their updated membership (assuming this option is enabled).
