Linking an Invoice or credit note to a Membership

Modified on Fri, 24 Jul, 2020 at 1:25 PM

Sometimes a membership invoice or credit note may be raised without going via the membership addition for whatever reason.  In order to be able to report on membership income correctly, or to manage membership status based on payment, the invoice should be linked to the membership.

Quick Guide

1.   Navigate to Member in questions's Membership page

2.   In the action dropdown for the  membership in question select "link invoice"

3.   A list of invoices available to link to the memberhsip will show

4.  Select the invoice/s you wish to link and click "Link Selected"

Step by Step Guide

1.  Navigate to Membership Page

2.  Select "Link Invoice:

 3 / 4.  Link any available and appropriate invoices.

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