How you and a member can access their invoices
REVIEW MEMBERS ORDERS, INVOICES AND TRANSACTIONS
- To review a members orders you will need to be logged in to the admin area.
- Click on “Members” in the left navigation and select from the top drop down menu the relevant membership status for the Members you are searching for (ie; Current, expired, pending)
- You will b presented with a list of members.
- Click on the
icon located to the right of the member you wish to review, and select View Orders from the list. - The Orders page will show you a list of past transactions and orders from the member, and clicking on the Invoice icon will make it possible to download the relevant invoices.
HOW CAN MEMBERS VIEW THEIR INVOICES?
- When a member logs in, they can go into their Dashboard (members area) and click on the My Memberships tab to view their membership details, and view/download the invoices for past payments.
- It is also possible to set up your automated emails to include the members invoice as an attachment, by including the dynamic field [[invoice]] to the email. To see more information on editing the emails that your members are sent, see Managing Automated Membership Emails
HOW DO I SET UP MY INVOICES?
Your invoice design is already laid out for you by the system.
All you need to do to complete the set up, is upload a logo that is to be displayed on the invoice. To do this;
- You must be logged in as admin
- Select Dashboard from the top navigation
- Click on Site Design in the left side navigation
- Upload a logo into the field Site Logo.
- Click Save
EMAILING INVOICES AUTOMATICALLY
You can also email a member their invoice automatically when they sign-up or renew their membership by adding it to the automated membership emails. For more information see Managing Automated Membership Emails