Financials-Invoices

Apply a Payment - Financials (Invoices)
Quick Process Select Invoices icon from main menu To refine list of invoices; Check Over Due Only box  Enter an Issue Range  Select Membership ...
Tue, 21 Nov, 2017 at 7:45 AM
Apply Advance Payments
Quick Process Select Invoices (Financials) icon from main menu Select Advance Payments tab Enter a Date Range  Select Membership Type and Payment M...
Tue, 21 Nov, 2017 at 7:49 AM
Clear Unspent Member Account Credits
Account Credits is an added feature available to clients that have installed the XBar point of sale system.  This process clears the members unspent house ...
Mon, 18 Sep, 2017 at 8:18 AM
Credit Invoice Report
Find credit invoices applied to invoices raised Quick Process Select Financials (Invoices) from main menu Select Invoices tab Check tick box Incl...
Tue, 21 Nov, 2017 at 8:22 AM
Email an Invoice
Quick Process Search for member (or multiple members) Select Financials/Invoices Select Invoices tab Check box to Use Search Results Select membe...
Wed, 6 Dec, 2017 at 8:45 AM
How to create an audit trail for Invoice / Payment Correction
This process does not reverse or delete the original incorrect Invoice and Payment, it creates an audit trail to follow. Once this process is complete, yo...
Thu, 7 Dec, 2017 at 10:03 AM
Payment Plan - Apply Different Payment Method
Apply a different payment method to a scheduled payment for a member invoiced on a payment plan Quick Process Select Financials (Invoices) from the m...
Tue, 21 Nov, 2017 at 8:24 AM
Pay Multiple Invoices
This process is to receipt a payment for a Member who has multiple invoices Step-by-Step Process Search for the member Select Members icon from t...
Thu, 16 Nov, 2017 at 10:56 AM
Print an Invoice
Print an invoice of an individual member or multiple members Quick Process Search for member or multiple members Select Financials (Invoices) Sel...
Tue, 21 Nov, 2017 at 8:25 AM
Print List of Payments
Quick Process Select Financials (Invoices) Select Payments tab Set the Paid date range Refine your print list by membership type or payment meth...
Tue, 21 Nov, 2017 at 8:26 AM