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Finance FAQ & Use Cases
An invoice for renewal billing was wrong. How do I fix it? * Void the invoice. * Create a one-off invoice. * Link the invoice to the membership so the system recognizes it as a renewal. I see the word "multiple" on some of my membership frequencies. What does that mean? Why can't I recalculate prices wheneve…
Finance Settings Overview
In our Finance Settings, you can setup the system to automatically generate invoices for scheduled billing. How to setup these Finance Settings are overviewed below. * If you wish the system to automatically generate invoices for recurring billing, enable the Use Automated Billing option in your Finance Gener…
