Bill a member

Open the member from People, then select Payments. Building a new invoice with a custom line is in Create an invoice.

When online payments are connected, a Billing card sits at the top of this tab. Members pay those invoices online only after Set up online payments.

Membership payments

This list is unpaid membership fees. The empty state is No unpaid membership fees for this member.

Select the fees, then:

• Send invoice opens Send membership invoice. Add an optional message and select Send invoice.

• Actions → Record payment opens Record membership payment. Enter the payment date, method, and reference, then save.

• Actions → Void fees opens Void membership fees.

Outstanding charges

Outstanding lists fees that are not on an invoice yet, such as registration and transfer charges. The empty state is No outstanding uninvoiced fees for this member.

Select the charges, then:

• Send invoice opens Send account invoice. It emails an invoice for the selected charges. Add an optional message and select Send invoice.

• Actions → Record payment opens Record account payment.

• Actions → Void charges opens Void charges.

A charge already on an open invoice cannot be selected again.

Open invoices

Open invoices lists invoices waiting for payment.

Select the invoices, then:

• Resend invoice opens Resend invoices. Add an optional message and select Resend invoices.

• Actions → Edit due date opens Edit due date.

• Actions → Void invoices opens Void invoices.

Select an invoice row to preview it.

Billing emails must be on under Settings → Society details → Communication before an invoice email can be sent.

Payment history

Payment history lists completed payments. Select recorded payments and use Void payments to reverse them.