Financials-Invoices

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
Payment Plan - Apply Another 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 ma...
Wed, 21 Aug, 2019 at 1:07 PM
Payment Plan - Change the Payment Method Description, Payment Dates, Payment Amount
A Payment Plan that has a transaction scheduled for processing with Ezidebit or other third-party direct debit facility cannot be changed. These transaction...
Tue, 21 Aug, 2018 at 1:43 PM
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
Refund an Advance Payment
Refund a member's advance payments. This may be required if the member has resigned or changed their Membership Type to one with a lesser value. Qu...
Tue, 14 Aug, 2018 at 2:07 PM
XClub - 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, 19 Jul, 2018 at 11:28 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
MiM - Membership Renewals Process
This attached document outlines the process of raising and printing or emailing annual membership renewal invoices for customers using the MiClub membership...
Wed, 26 Feb, 2020 at 7:28 AM
MiM - Monthly Billing Process
This monthly billing process provides an example of how to create annual invoices each month based on the members joining month or expiry and renewal dates....
Fri, 30 Nov, 2018 at 8:30 AM