Create an adhoc Invoice or Credit Note

Use this process for creating an invoice or credit note that does not relate to Memberships.

An adhoc invoice or credit note can be created from any page that has the +Invoice or +Credit Note buttons.

The same adhoc invoice or credit note 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 and select add action type

• Navigate the main menu to Financials and then Invoices 
• Select the +Invoice or +Credit Note button. This action opens the account dialog window

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 - Set the invoice or credit note account and dates

• Select the Account for this invoice or credit note (i.e. Subscription, House, Prize, Pro Shop)
• Click the Continue button. This action redirects to the create invoice or credit note screen

Step 3 - Select the member accounts to add the invoice or credit note to

• Enter the member's name or member number in the search bar (a list of member names will appear for you to choose from)
• Select the member name to invoice or credit
• Repeat to create the same invoice or credit note for multiple members

Step 4 - Complete the invoice details (ensuring all fields with a * are completed) and Save

• 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 or credit note
• Enter the Unit Price. When creating a credit note enter a negative amount i.e. -300.00
• Add any Notes: Member or Admin Only
• Click 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.

Optional - On Save, 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 select one button or choose to do none of these things and dismiss the taskbar.