03-08-2024 02:14 PM
The fact that you can't add another non-membership line item in a membership invoice (if you do "Sell Membership") is weird. But if you export the invoice and do an adjusted invoice you can... ??
Anyone else know a way around this? We can't change the prices of the membership itself.
03-12-2024 03:33 PM
I know what you mean and 100% agree. I was with in-person support at Pantheon trying to figure out a better workflow. This is for when we sell a membership from the office and can't add on other non-membership tasks, such as a coupon to reduce the balance owed.
What we ended up doing is turning on a back-end setting that allows adjustment invoices to be created before an invoice is exported. I don't see this on the feature configuration page, so you should talk to your Admin/ CSM about getting this turned on. It has been very nice for adding the coupons, and doing membership refunds since a negative payments can't be recorded on an invoice when it isn't done through the refund workflow (only adjustment invoices).
03-08-2024 02:31 PM
Are you wanting to not have the additional items have the membership discount on the initial membership invoice? Could you show an example to see if we can help better?