Create an adhoc Invoice

Use this process for creating an invoice which does not relate to Memberships.

An adhoc invoice can be created from any page that has the +Invoice button.

The same adhoc invoice for multiple members is best created from the Invoice Repository.

Note: when an adhoc invoice created on a member account has the defaulted status it will not change a membership group status from financial to unfinancial.

Step by Step Guide

Step 1 - Navigate to the Invoices Repository from the main menu (Financials > Invoices). 

• Select the +Invoice button.

Tip: from the individual member account record you can create an adhoc invoice by selecting the +Invoice option from the Account Action button

Step 2 - Select the Account for this invoice (i.e. Subscription, House, Prize, Pro Shop) and then click Continue 

Step 3 - In the Create Invoice screen, enter the member's name or member number (a list of member names will appear for you to choose from)

• Select the member name to invoice
• Repeat to create the same invoice for multiple members

Step 4 - Complete the Invoice Details (ensuring all fields with a * are completed) and click the Save button

• Set the invoice dates
• Enter the Item (charge) - in the Item column start typing a charge name or code in the invoice line and it will automatically provide you with a selection of options, or use the magnifying glass to search. Select your chosen option. Repeat on the next Item line to add multiple charges to the one invoice
• Add any notes (i.e. Member/Admin) then select the Save button.

If there are membership charges on the invoice, a warning will appear reminding you the invoice will not be linked to a membership, you can chose to continue by clicking Yes.

Step 5 - A taskbar will appear at the top of screen with 5 options to choose from (Add Invoice to Payment Plan, Pay Invoice, Pay Invoice - Advanced, Email Invoice or Print Invoice).  You can also choose to do none of these things and dismiss the taskbar.