View invoices
View and export all invoices created.
Video tutorial: View and export invoices
To View Invoices navigate to AMS > Financials > View Invoices.
To filter the list by the date the invoices were created, select a From and Till date and click Show Invoices. A list of invoices created within those dates will be displayed on-screen.
To view an invoice, click the download icon buttion and a PDF will be open in a new tab.
To cancel an invoice, click the yellow cross button.
An invoice can be marked paid by clicking on the pencil icon and selecting the date paid and clicking the save button.
IMPORTANT NOTE: Membership renewals must be marked complete and the invoice as paid from the member's profile or the Manage Renewals screen.
Marking a membership renewal as paid from this screen will not mark the renewal as complete.
Export list of invoice items
To export a list of invoice items to Excel, click the Export Items button and select the appropriate option from the dropdown.
This exports a detailed list which can be used to import invoice records into Xero.
An invoice may appear on this list more than once. Each line item is exported separately as GST settings may be different for each one.
Export list of invoices
To export a list of invoices to Excel, click the Export Invoices button and select the appropriate option from the dropdown.