Statements and Invoices

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Statements and Invoices

Gym Assistant can generate both a Statement and an Invoice for each member.

A Statement shows activity during a period of time, and includes:

Beginning Balance

Ending Balance

Charges and Credits

A Statement is most useful if members are accruing charges over the month, for instance charging ProShop purchases to account.

An Invoice tells the member how much the will owe on a specific date.  It shows much less detail than a statement.

Statement

While viewing a member record, click the Docs button and select Statement, or select Documents / Statement from the Member menu.

 Statement Date Range

Specify a date range, then click View.

 Statement

Click Print to print the statement to the member.

Click Email to email the statement to the member.

Click Save to save the statement to a file.

Invoice

While viewing a member record, click the Docs button and select Invoice, or select Documents / Invoice from the Member menu.

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Specify a date.  The invoice will show the amount that will be due for charge on or before that date.

 Invoice

Click Print to print the statement to the member.

Click Email to email the statement to the member.

Invoice Settings