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Link an Invoice to a Membership Activation

Updated
The Goal: Manually link an existing invoice to a membership activation when the invoice was created before the membership was added, or after an invoice was voided or deleted.

Before You Begin:

  • You need staff permissions to edit a member’s membership and billing records.
  • Have the member record open and know which invoice you intend to link to the activation.

Step-by-Step Instructions

In rare cases, you may need to manually link an invoice to a membership activation. For example, an invoice was created prior to adding a membership, or an invoice has been voided or deleted. To link an invoice:

  1. On the member’s Overview tab, in the Memberships section, click the name of the desired membership. The membership details window opens.
  2. Scroll to the Membership Activity section and click the ellipsis (•••) at the end of the row for the activity you wish to link to an invoice.
    Membership details window, MEMBERSHIP ACTIVITY grid, with the ellipsis on the first activity row boxed
  3. Select Link / Unlink Invoice.
    Membership Activity row menu open with LINK / UNLINK INVOICE boxed
  4. The window opens as Membership Activation Linked Invoices. Click the add (+) button at the right of the Invoices heading to display a list of available invoices.
    Membership Activation Linked Invoices window with the add (+) button beside the Invoices heading boxed
  5. Select the radio button for the desired invoice.
  6. Click Done.

Common Pitfalls

  • Linking the wrong activity: The Membership Activity section can list several activities — one for the original New activation and one for each later Upgrade, Downgrade, Adjust, Reactivate, Drop or Renewal. Confirm you are clicking the ellipsis on the correct row before selecting Link / Unlink Invoice, or you may attach the invoice to the wrong activation.

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