Add an Invoice

Using the Add Invoice option you can manually add one or more invoices to a member’s account. The billing frequency will match the billing frequency on the original agreement. You can select a fixed number of invoices (from 1 to 36) or make them recurring.

For example, a member has a one-year agreement with monthly installments and wishes to add a locker rental to the agreement. You can add invoices for the locker and those payments will be due on a monthly basis.

To add an invoice:

1. Navigate to Members>member>Invoices (or from the member dashboard, click View Invoices).
2. While in ABC view, click Edit in the upper right-hand corner of the page.
3. In the edit menu, click Add Invoice.
   

4. Select the Profit Center.
5. Select the invoice Type:

• Fixed – The invoice will have a set number of payments.
• Recurring – The number of payments is not set.

6. If you selected a Fixed invoice type, select the Number of Invoices: 1 - 36.
7. Enter the invoice Amount.
8. Enter the Begin Date.
9. Click OK.

The additional invoices are added to the member’s Invoices page.