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.
Figure 5-18 Invoice Activity (QuickBooks integration only)
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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.
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On the Account tab, click Print Invoice List in the Invoice Activity area.
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On the Account tab, click Download Invoice List in the Invoice Activity area.
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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)
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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.
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On the Account tab, click Print Payment List in the Payment Activity area.
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On the Account tab, click Download Payment List in the Payment Activity area.
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