Navigating To Membership Manager V21.A - Login to thewebconsole, from the dashboard click Membership manager v2. 1.B - From Membership manager v2 select Memberships. 1.C - From Memberships find the Membership that requires a new invoice, once found click edit.
Generating The Invoice
2.A - Click the Invoices tab. 2.B - From Invoices click the “Generate Renewal” button, read the prompt carefully and select “yes” when ready.
Notes
3.A - There can only be one renewal invoice at one time, if there is an existing invoice it will need to first be set to cancelled. 3.B - Cancelling an existing Invoice will fire any triggers established on Invoice cancellation. 3.C - Generating a new invoice will fire any trigger established on invoice generation. |