Member Management-Viewing transaction history (QuickBooks using CQ

Invoice Activity (QuickBooks integration only) Invoice Activity displays all invoices for this member by reading QuickBooks data (QuickBooks integration only). Invoices are not generated here but the list can be sorted, printed, or downloaded. With QuickBooks Integration you may need to click Refresh QuickBooks Data in order to view the current list of invoices.

Figure 5-18 Invoice Activity (QuickBooks integration only) Sort the invoice list 1. On the Account tab, click the heading of the desired column in the Invoice Activity area. The screen will refresh and be sorted in ascending order according to the selected column. With QuickBooks integration, you may wish to update the invoice list by selecting Refresh All Invoices/Payments at the bottom of the screen or by clicking Refresh QuickBooks Data at the top of the screen. Print the invoice list 1. On the Account tab, click Print Invoice List in the Invoice Activity area. 2. The desired output will display on the screen. On the File menu, click Print or click Print at the bottom of the screen. 3. Click to select the desired printer and click Print. 4. Click Close. Download the invoice list 1. On the Account tab, click Download Invoice List in the Invoice Activity area. 2. Follow the prompts on your screen to either open or save the Comma Separated Value (.csv) file. If the data is displayed immediately, you may wish to select Save from the File menu to ensure this data is available for viewing at a later time. Payment Activity (QuickBooks Integration only) With QuickBooks Integration you may need to click Refresh QuickBooks Data in order to view the current list of payments. If the member has never been created in QuickBooks, member synchronization must happen first. See Chapter 5, “Manage Account Information” - - General Information, Synchronization for more information. Payment Activity displays all payments for this member by reading QuickBooks data (QuickBooks integration only) or from the integrated billing program. Payments are not entered here but the list can be sorted, printed, or downloaded.

Figure 5-19 Payment Activity (QuickBooks integration only) Sort the payment list With QuickBooks integration, you may wish to update the payment list by selecting Refresh All Invoices/Payments at the bottom of the screen or by clicking Refresh QuickBooks Data at the top of the screen. 1. On the Account tab, click the heading of the desired column in the Payment Activity area. The screen will refresh and be sorted in ascending order according to the selected column. Print the payment list 1. On the Account tab, click Print Payment List in the Payment Activity area. 2. The desired output will display on the screen. On the File menu, click Print or click Print at the bottom of the screen. 3. Click to select the desired printer and click Print. 4. Click Close. Download the payment list 1. On the Account tab, click Download Payment List in the Payment Activity area. 2. Follow the prompts on your screen to either open or save the Comma Separated Value (.csv) file. If the data is displayed immediately, you may wish to select Save from the File menu to ensure this data is available for viewing at a later time.