Link an Invoice or Credit Note to a Membership

In order to be able to report on membership income correctly, or to manage a membership status based on payment, the membership invoice must be linked to the membership (group). 

When a membership invoice or credit note is created adhoc from within the Invoice Repository or by using the member Account Action menu, instead of created through one of the membership group actions or membership document status links, it will not be linked to the membership group. 

Complete this process to link the adhoc invoice or credit note to the membership.

User security level to link and unlink invoices may be required. Contact your manager to update your MiMembership user security settings.

Step by Step Guide

Step 1 - Navigate to the membership group to link the invoice or credit note to

• Use the Quick Search to find the member record
• Select the Memberships option from the Member Action drop menu

Step 2 - Link the invoice or credit note to the membership

• Select the Link Invoice option from the Membership Action menu. This will redirect you to the member's invoices
• Select the Invoice or Credit Note to link to the membership. More than one invoice or credit note can be selected to link to the same membership
• Click the Link Selected button. 

Note: If the document status for the membership is Invoice or Credit Required, it will update to Not Required when the invoice or credit note is linked