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 Member Account Balances
Clearing member account balances to zero - process to be run in XPOS STEP 1 - XCLUB Build a Search of members with an account balance i.e. More tha...
Thu, 28 Jun, 2018 at 2:51 PM
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
XClub - Membership Renewals Process
This solution outlines the process of raising and emailing or printing annual membership renewal invoices for customers using MiClub membership data base XC...
Mon, 25 Jun, 2018 at 9:44 AM