- Click the History tab on the Invoice page.
You can use the Pay link on this page to go to the payment page where you can make the payments. - Select the Date range.
- Click the Select categories to include link to select the category for which you want to view the report.
- Select the categories as appropriate and click Search.
The page will refresh and display data for the selected date and category.- To print the data,select the print options as appropriate anc click Print.
- Open the PDF file to print.
- Select any of the Show options as appropriate:
- Show past unpaid invoices
- Show invoice items
- Show payments
The page will refresh and display the data based on the selected options.
- Click the All/Paid/Unpaid links to view the related data.
Printing/Emailing Invoices
- Click History on the Invoice page.
- Select Group, Member Type, Member and specify the From/To dates.
- Click Select categories to include link to select the invoice category.
- Click Search.
The system displays all the invoice/payments record based for the selected date range. - Select all or any of the Show options:
- Show past unpaid invoices
- Show invoice items
- Show payments.
The page will refresh and display the data based on the selected options.
- Click the All/Paid/Unpaid links to view the related data.
- Click Print/Email to print/email the invoices.
Note: Click Download CSV across the pages to download the records in CSV file format. - Open the PDF file to print/enter the email message and select whom you want to email the invoice to from the following email pop-up window.
- Click Send.