Payments and Invoicing
Member invoices live on the home dashboard under Latest Invoices.
Invoices
On the home dashboard open Latest Invoices, then View All or Create.
On the invoice
The grey bar includes Receive Payment, Cancel Invoice, and Generate PDF.
Receiving payments
Record money against an issued invoice.
1. View All
On the home dashboard open Latest Invoices and click View All.
2. Name
Click the invoice Name to open it.
3. Receive Payment
Click Receive Payment. Choose the method and complete the form.
Searching through payments
Find recorded payments on the Payments list.
1. Payments Recieved
On the home dashboard open Latest Payments, then View All. Each payment links back to its invoice.
2. Receive Payment
Add a payment from the invoice grey bar Receive Payment.