Invoices Repository

The Invoices repository provides an overview of all invoices.

There is the ability to add / edit the columns shown on this page, perform bulk actions such as export, email, print and reverse invoices and to create an ad-hoc invoice / credit note.

Step by Step Guide

Step 1 - Navigate to the invoice repository

• From the main menu select Financials and then Invoices

Step 2 - View Invoice details

• Use the Invoice Status Tabs to view invoices. Statuses include:
  • Draft - invoice created and saved as a draft and is not available for payment
  • Outstanding - the invoice has an balance outstanding
  • Overdue - the invoice due date has passed and a balance remains outstanding
  • Defaulted - the invoice defaulted date has passed and a balance remains outstanding. Defaulted membership invoices will update the membership group statuses to Inactive and Unfinancial
  • Paid - all invoices paid in full (no outstanding balance)
  • On Payment Plan - the invoice has been added to a Payment Plan. When the final instalment is settled the invoice status will update to Paid
  • The bracket with a number within, after the heading name indicates how many invoices are in each status.

Step 3 - Customise your display 

• Use the Show/Hide Column button
• Tick/untick the column you want to display
• Close the options by clicking X 

Step 4 - Perform a bulk action by selecting 1 or more members

• Tick the Selected check box to select the invoices
• Click the Bulk Action button and select the required action from the Menu Options. The options below are some of the bulk actions your can perform: 
  • Export Invoices
  • Send Email or SMS
  • Print
  • Add to Payment Plan
  • Reverse Invoices
  • Mark as Outstanding
  • Change Date
  • Delete Drafts
  • Add Promo Code
  • Email Direct Debit Agreement Requests
  • View Selected Invoices
  • View Associated Members

Step 5 - Create an ad-hoc invoice or credit note

• Click the +Invoice or +Credit Note button on the Invoices screen and follow the prompts to complete the information to create an ad-hoc invoice or credit note

Note: Membership invoices must be created from the Memberships repository and selecting the member's individual action button then click $ Create Invoice.