Invoices

You can create and send Invoices for all billable items such as Membership, Berth Allocations, Event Bookings, Resources Bookings, Merchandise Sales.

Please also see 'Requests for payment'.

There are several ways to create an Invoice.

1) Via the Invoices page

- click the '+ Invoice' button
- type the name of the contact you are wanting to invoice in the 'Invoice to' box and select from the drop down list that appears
- change the date and terms if you need to

If there are any uninvoiced items these will appear below.

You can then create an Invoice for all these items or remove the ones that you don't want to invoice at this time.

2) Via the Uninvoiced items page

- click the 'Create Invoice' button at the end of any line you wish to Invoice

3) Via the Batch create page

- filter by type, date range or name (optional)
- select one or more Contacts to be invoiced
- click the 'Invoice' button

This will create draft Invoices for the selection. You can then go to the Invoices page, filter by draft, select one or more and choose 'Email...' from the 'Action' menu.

4) Via the Contact > Invoicing page

- select a Contact
- go to the Invoicing tab for the select Contact

If there are any uninvoiced items these will appear below.

You can then create an Invoice for all these items or remove the ones that you don't want to invoice at this time.

Other things to be aware of when creating and sending Invoices

Data quality is key

   Confirm with Secretary that Contact / Membership records are up-to-date    

   Confirm with Dry Storage, Keel-boat and Camper Chairs that Boat, Berths / Spaces and Allocation records are up-to-date    

   Confirm pricing

Review: Sales > Additional Fees    

Joining/Initiation fees spread over a number of billing periods?    

Convenience fees    

Family Memberships

Other memberships e.g. US Sailing

Refresh pricing

   Allocations    

   Memberships

Last updated 17:16 on 6 July 2024