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. Go to the member’s Invoices page.
  2. While in ABC view, click Edit in the upper right-hand corner of the page.
  3. In the edit menu, click Add Invoice.

The Add ABC Invoice Schedule dialog box appears.

add_invoice.png

  1. Select the Profit Center.
  2. Select the invoice Type:
  • Fixed – The invoice will have a set number of payments.
  • Recurring – The number of payments is not set.
  1. If you selected a Fixed invoice type, select the Number of Invoices: 1 - 36.
  2. Enter the invoice Amount.
  3. Enter the Begin Date.
  4. Click Update.

The additional invoices are added to the member’s Invoices page. In the following example, the member now has invoices for the Lockers profit center. The invoice amount is $15 and is due on a monthly basis.

locker_invoices.png