Printing Invoices
Invoice Settings
To change basic invoice settings select Invoices
from the Settings menu.
- Check User Business Info settings for
Remittance Info to copy your business information (from Settings/Business
Information) into the invoice remittance fields.
- Enter a Message
to appear at the bottom of invoices.
Editing
the Invoice Layout
A member invoice is a special form letter that includes
information about payments due for a member.
- Select Edit Form Template from the Documents
menu.
- Click Existing and open document “Invoice.txt”.
- Note that the invoice template includes the special
space holders for [INVOICE_INFO] and [INVOICE_MESSAGE]. When
an invoice is printed the payment info will replace the [INVOICE_INFO]
text, and a custom message will replace the [INVOICE_MESSAGE] text.
- You can edit the remittance info by selecting
“Invoices” from the Settings menu.
Note: The default invoice template is formatted
to tri-fold and place in a windowed envelope. You may need to adjust
the formatting to align the addressed with the windows on your envelopes.
Printing
a Single Invoice
- Select Print Invoice from the Member
/ Documents menu.
- Specify a Process
Date for the invoice. All charges due on or before
the Process Date will appear on the invoice.
- Enter a date manually.
- Click the list triangle to select a processing
date.
- Click the calendar button
to select a date from the calendar.
Printing Multiple
Invoices
- Select Print Invoices from the Billing
menu.
Billing Date: All charges due on
or before the Process Date will appear on the invoice.
Maximum Aging: Allows you to filter
out members who are delinquent by more than a few months.
For example, you might not want to bill members who
are more than 3 months past due.
- If you specify a Maximum Aging of 90 days
then members who are due more than 90 days before the Billing Date
will not be included in the list.
Include all members with Account Balance Due: Allows
you to include any member with a balance due even if that member does
not have a membership payment due.
For example, a club might allow members to charge
retail purchases to their member accounts for later payment. They
could run the billing weekly to collect for the retail balances owed.
- Click OK to continue.
- Click All to print invoices for all members
due, or click Select to filter the list.
If you click Select
then the Select Filters for Members List window will appear.
- Specify filters to refine the list, then click
Generate Invoices to continue.
- In the Select Members to Invoice window select
or unselect members in the list by holding down the CTRL
key while clicking. Click OK
to continue.
The list of selected members will appear.
- Click Print Invoices to print the invoices.