Skip to content
English
Live Chat Support
  • There are no suggestions because the search field is empty.

Members : Downloading Member Invoice

This article gives step-by-step instructions on how to download member invoices.

Step-By-Step:

 

Step 1: Select the CUSTOMERS module from the module navigation menu. The system will show a list of all the customers within the CUSTOMER LIST.


Step 2: Click on View/Edit from the ACTION section for the intended existing customer.  The system will generate a customer profile window. Within the customer profile window, under the Membership tab, select Invoices.




Step 3:  Click on the Action button corresponding to the invoice to be downloaded and click the Download button to download member invoices.
 
Step 4: The invoice will be downloaded in PDF format for the member.
 
 

*When tri-folded, invoices use a standard #10 envelope with one window to mail out*