To view invoices and payments, you can use the View Transactions functions in the Billing Menu.
There are two ways to access transaction information:
1. View One Member's Transactions: - You can select the "View Member's Transactions" option or click on specific links within reports like Member Status Summary or Expiration Date Report. - Another option is to search for a member's last name using the "Search by employer/last name/city/inv #:" search box.
2. View All Transactions: - Click on "View All Transactions" to see a comprehensive list of all transactions. - To narrow down the list, you can specify a range of statement dates in the upper right corner.
The displayed information includes:- Date: The date associated with the invoice or payment. For invoices, it's usually the statement date by default. For payments, it's the date when the payment was entered.- Name: The member's name or account name.- Entry Type: It indicates whether it's an invoice (INV) or payment (PMT). If there's "(pd)" next to an invoice, it means the invoice has been paid.- Due Date: The date by which the invoice is due.- Amount: The amount of the invoice or payment.
When viewing a member's transaction timeline, you will also see the membership term covered by a specific invoice. This date range is displayed below the transaction type and number.
