Billing Functions
- How receipts work by where the payment is made from
- Where to set specific invoice templates to be used by Item Type
- Setting Up Billing Webinar
- Create Invoices from Imported File
- Prepare Deposits
- Accept a Check Payment
- Deliver Invoices via Email from the Pending Delivery Tab
- Deliver Renewal Invoices
- CONTENTS - Autopay
- Remove Autopay for a Member
- Clear Invoice from Pending Delivery Tab
- Identify Unpaid Membership Dues Invoices
- Delete a Deposit
- Manage Payments
- View Members Eligible for Upcoming (Recurring) Billing
- View Previous Deposits
- Disable Ability to Make Partial Payments
- Change an Invoice
- Review Invoices
- Modify Recalculated Prices from Review Upcoming Billing screen
- Verify that All Members have a Scheduled Billing
- Remove Invoice from Pending Delivery
- Recalculated Pricing - Run Upcoming Billing
- Refund a Cash/Check or Outside Processor Payment
- Modify Recalculated Prices from Member Overview tab
- Print Statements
- Working with Credit Memos
- Void a Payment
- Delete a Payment
- Add an Internal Memo to an Invoice