Creating an adhoc Invoice

Overview

Use this process for creating an invoice which does not relate to Memberships. You can create an adhoc invoice in any screen you see the +Invoice button.

Quick Guide

1.  From the Invoices repository, Find and select the +Invoice button

2.  Find and select your member

3.  Complete the Invoice details (i.e. Invoiced, Accounting, Due dates, Item, Member and Admin Notes) then select Save

4.  Select from taskbar options (i.e. Add Invoice to Payment Plan, Pay  Invoice, Pay Invoice - Advanced, Email Invoice or
Print Invoice).

Step by Step Guide

1. In the Invoice repository (side menu under financials, then select invoices), select the +Invoice button.

2. In the Create Invoice screen, enter either of the member's details (name or membership number) and a sample of members will appear for you to choose from. Select your member, once found.

3. Complete the invoice details (ensuring all fields with a * are completed). Once you have entered the dates go to the Item column and beneath start typing a charge name or code and it will automatically provide you with a selection of options, or use the magnifying glass to search. Select your chosen option, 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 that the invoice will not be linked to a membership, you can chose to continue by clicking yes.

4. You will now be provided with a taskbar which offer 5 options for you 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 continue.

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