Member Management : Downloading Member Invoices

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 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. 

    • Related Articles

    • 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 ...

    • 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- How to suspend / restore a member

      Article Content: This article contains step-by-step instruction on how to suspend / restore a member using the Club Caddie Software. Kindly note that suspending a member does NOT halt billing. To discontinue billing, an expiration date must be set 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 ...

    • Member Management - Assign Member Classes

      Article Contents: This article gives step-by-step instructions on how to assign a member class to a member. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Here you will see a list of all the customers. Step 2: ...