Member Management - Purchase History

Member Management - Require Physical Invoice

Article Contents

This article gives step-by-step instructions on requiring a physical invoice for a member. 

Step-by-Step:  

Step 1: Select the CUSTOMERS module from the module navigation menu followed by selecting the Members tab from the left-hand menu. Then, select the member to bring up their profile.



Step 2: Under the Membership tab, select Settings. Then, check the box "Requires Physical Invoice". Click Save.



Step 3: To download the members invoice, you will do this from their profile. Under the Membership tab, select Invoices. Then, select the drop down under Action and click on Download.





    • Related Articles

    • Member Management - Purchase History

      Article Contents This article gives step-by-step instructions on how to find a member's purchase history. Step-by-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Select the Members tab from the left-hand menu. Step 2: Click ...

    • Video: Customers/Members - Customer Playing History and Purchase History

      Article Contents: This video tutorial covers the features and functionality of the History and Purchase History tabs in the Club Caddy software. It includes a walkthrough of how to view member and golfer activity, search and filter transaction ...

    • Member Management : Downloading Member Invoices

      Article Contents: 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 ...

    • Member Management - Payment Management

      Article Contents This article explains the detailed use of payment management. Step-by-Step:   Step 1: Click on the CUSTOMERS (1) module then Members (2). Step 2: Click on the Payment Management tab (1). Select a particular member (2) and click on ...

    • Member Management - Member List

      Article Contents: This article contains a step-by-step guide on how to view your member list. Step-By-Step: Step 1: Click on the CUSTOMERS Header Tab. Step 2: Click on the Members button on the left side of the window to go to the member list, and ...