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. 

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