PortalProdigy - The Complete Internet Interaction Management System for Small Business and NonProfits
Print Membership Invoices

Print Membership Invoices

 

1.      Read chapter of Administrator Manual titled “Membership Billing Features in Detail”.

2.      Go to Site Administration Menu.

3.      Click on the Membership Billing browse icon located in the Transaction Mgmt. section.

4.      On the Membership Billing Menu page, click 2. Print Membership Invoices.

 

5.      Use any of the following criteria to select invoices to print:

 

a.       Batch Number – used to print a batch of invoices.

 

b.      Contact ID – used to print invoice for a specific member.

 

c.       Last & First Name – used to print invoice for a specific member.

 

d.      Company ID – used to print invoice for a specific member.

 

e.       Company Name – used to print invoice for a specific member.

 

f.       Click the Search button to find all memberships that match your search criteria.

 

6.      Click the Print Invoices button.

7.      When prompted to Post Invoices as Printed, click “Yes”.