Member invoices live on the home dashboard under Latest Invoices. Open an invoice to receive payment or review the lines.
Payments and Invoicing
Table of Contents
Receiving payments
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.
4. Payment successful
The invoice payment list shows Successful.
Searching through payments
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.
3. Payments show
Payments Recieved lists Successful payments.
