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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.
 
https://desk.zoho.com/DocsDisplay?zgId=687738353&mode=inline&blockId=dau7h51a86ceafce74aa39e94330a952ca57b
 

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