7.2 Generating Individual Invoices and Receipts

1. To access invoices for a specific member, first open the member record.
2. Go to Member's Account in memberships.
3. If the invoice has been previously generated, go to Invoices, highlight the one you want and it will come up and can then be printed.
4. If the invoice has not previously been generated go to Charges, highlight the transaction and click on Generate Invoice icon. The invoice will then appear in the Invoice section and can be printed.
5. If the invoice does not appear on your monitor it may be hidden behind other screens open on your monitor such as the member record. Moving the other screens will show it and clicking on the invoice will bring it to the foreground.
6. Receipts can be produced by going to Payments, highlighting transaction and then Payments Receipt icon.
7. If an invoice is to be deleted, highlight the invoice in Invoices then Delete icon.
8. If you want to print out the full transactions for a member, go to Member's Account or Transactions and choose the Transactions Statement icon.

Payments can be made against memberships, POS transactions and invoices. Once a membership or POS transaction has been invoiced payments need to refer to the invoice number.