Payments and Invoicing

Member invoices live on the home dashboard under Latest Invoices.

Invoices

On the home dashboard open Latest Invoices, then View All or Create.

On the invoice

The grey bar includes Receive Payment, Cancel Invoice, and Generate PDF.

Record money against an issued invoice.

1. View All

On the home dashboard open Latest Invoices and click View All.

2. Name

Click the invoice Name to open it.

3. Receive Payment

Click Receive Payment. Choose the method and complete the form.

Find recorded payments on the Payments list.

1. Payments Recieved

On the home dashboard open Latest Payments, then View All. Each payment links back to its invoice.

2. Receive Payment

Add a payment from the invoice grey bar Receive Payment.