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Create, send, and track invoices for membership fees, services, and other charges.

Creating Invoices

Manual Invoice Creation

  1. Navigate to BillingInvoices
  2. Click Create Invoice
  3. Select member and add line items
  4. Set due date and payment terms
  5. Send invoice to member

Invoice Types

  • Membership Invoices - Monthly/annual membership fees
  • Service Invoices - One-time service charges
  • Booking Invoices - Charges for area bookings
  • Class Invoices - Fees for classes and training

Managing Invoices

Invoice Status

  • Draft - Invoice created but not sent
  • Sent - Invoice delivered to member
  • Paid - Payment received and processed
  • Overdue - Payment past due date
  • Cancelled - Invoice cancelled or voided

Payment Tracking

  • Monitor payment status
  • Send payment reminders
  • Process payments
  • Handle refunds

Best Practices

Invoice Management

  • Send invoices promptly
  • Provide clear descriptions
  • Use professional templates
  • Follow up on overdue payments
  • Maintain complete records