Financials-Invoices

Create an Advance Payment
Quick Process Search for the member Select the members' Account tab Select the Payment icon Select Yes to make a payment in advance Enter the pay...
Fri, 14 Sep, 2018 at 9:54 AM
Create and Apply a Credit Invoice
This process is used to apply a credit invoice to an existing invoice.  The reasons to apply the credit invoice may include; the member has resigned, ...
Tue, 14 Aug, 2018 at 2:04 PM
Create a Custom Payment Plan (XClub v1)
This process is only available to clients using XClub Version 1.0.28 or earlier.  Create a custom payment plan and apply to a member's invoice and acc...
Thu, 21 Feb, 2019 at 10:05 AM
Create a New Member and Invoice
Quick Process Select Members from the main menu, close search window Select Add New Member icon (located bottom left of screen) Enter the new members pe...
Thu, 19 Mar, 2020 at 9:58 AM
Create an Invoice - Member Record
Quick Process Search for member Select Account tab Select Create Invoice icon Adjust Invoice Start/End dates Enter a Note (optional) Select Pro ra...
Fri, 26 Oct, 2018 at 11:08 AM
Create 'One Off' Invoices
Create 'one off' invoices for an individual or multiple members. Quick Process Search for the member or multiple members to be invoiced S...
Tue, 14 Aug, 2018 at 2:05 PM
Print Credit Invoices (Notes)
Find credit invoices applied to invoices raised Quick Process Select Financials (Invoices) from main menu Select Invoices tab Check tick box Include...
Fri, 7 Jun, 2019 at 1:33 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
Outstanding Invoice List
Search and print a list of members with outstanding invoices Quick Process Select Members from main menu Select Build Search Select Outstandin...
Tue, 14 Aug, 2018 at 2:06 PM
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