06-23-2022 07:39 AM
There should be a more efficient way to get to a customer's Membership invoice, and if there is one, I would love if someone could share. When I click on the customer's Membership, and I am brought to that first summary page, it would be great if there was a link to the Membership invoice. Right now, I am opening all invoices until I find the one I need and it wastes a lot of time.
09-06-2022 08:48 AM
I tried this, and it's not a simple thing to do. You have to change the "to" and "from" date on the search bar, then read through the entire audit trail. This is not an efficient process for the volume of work we're doing. Thanks for the recommendation tho!
07-01-2022 02:05 PM
I find the fastest way to locate it is from the customer's membership page in the audit trail. Hope this helps!
06-23-2022 10:53 AM
It maybe how you "bill" the memberships because I can see the invoices in the membership summery. Do you bill them in the accounting tab under "charge members" ?