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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…
Fee Items FAQ & Use Cases
We found errors in our Fee Items. What do we do? The answer will be based on the use of that fee item and whether there are open invoices attached to it. Run the Transactions by Contact report to see if there are open invoices related to that fee item. * If there are no open invoices: Deactivate fee item. Creat…
