Member Management-Invoice a one-time item

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Manage Account Information : Membership Fees and Dues : Invoice a one-time item

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Invoice a one-time item

One-time items may be invoiced one member at a time on their Account tab, or you may generate all one-time invoices together at the same time.

Integrated Billing: To generate invoices for all one-time invoices for all members in a single step, select Billing->Invoices tab. Then select Monthly Renewals for the Batch Type and specify One-Time Fees Only for the Billing Month.

QuickBooks Integration: To generate invoices for all one-time invoices for all members in a single step, select Include One Time invoices when selecting Generate Recurring Member Invoices in the QuickBooks menu.

Create a single one-time invoice

1.	On the Account tab, ensure that the one-time fee has been added in the Membership Fees and Dues area. If not, click Assign Fee Items and add the one-time fee.

2.	Click invoice now in the Frequency column for the desired one-time fee.

3.

Edit the Invoice Options fields (see Figure 5-15 for QuickBooks integration example) or make desired changes to invoice fields (See Figure 5-16 for integrated Billing example). QuickBooks integration only: Ensure that the check box(es) in front of the desired invoice items are selected. You may click to select any or all one-time fees to be included on this invoice.

4.	Click Create Invoice Now (QB integration) or click Save (integrated Billing). The invoice is automatically created at this time.

If connected via the QuickBooks integration, the QuickBooks connection must be active in order to complete this transaction.

Figure 5-15 Invoice One-Time Item (QuickBooks integration example shown)

Figure 5-16 Invoice One-Time Item (integrated Billing example)