Member Management - Purchase History

Require Physical Invoice

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

Step-By-Step:
 
Step 1: Select the Guests 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

    • Invoice Footer Text

      This allows users to customize the language that appears at the bottom of member invoices. This feature enables better communication and personalization of invoices. Step-By-Step: Step 1: Navigate to Settings > Membership Settings. Step 2: Scroll to ...

    • Secondary Email for Invoice

      Users can add a secondary email address to receive invoices. This option provides flexibility in determining who receives the invoice communication. Step-By-Step: Step 1: Navigate to Members > Guests > Action > View/Edit. Step 2: Then, Scroll down ...

    • Downloading Member Invoice

      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: ...

    • Forced ACH Invoice Payment

      This article explains how ACH payments function, why they are restricted to invoicing rather than being available at the register level, and how to process a forced ACH payment when necessary. Step 1: Understand ACH Payment Processing ACH payments ...

    • Guest Module - Members and Portal features

      Article Contents: This article contains step-by-step instructions on Guest Module Focusing On The Member And Portal Features. Step-By-Step: Step 1: To view an ad hoc statement, click on "Account Statement," which will download a PDF statement with ...