Navigate to the billing system and search for the member record.

From the search results, click on the member record.

Locate the invoice in the "Timeline/Transactions" section and click the "chg" button beside invoice.

To update the invoice due date, choose a new date from the date picker menu.

Member Name
Smith, Lily
Lily's Pizzeria
Join Date
04-20-2021
Invoice #
1335
Dues Amount
350.00
(to change amount, change the 'renewals included' below)
Amount Due
150.00
Transaction Date
(mm/dd/yyyy)
Due Date
(mm/dd/yyyy)
Is this a Renewal?
Note for Upper-Right
Renewal Terms Included
chg	Eff: 05/01/25- Exp: 05/01/26	Smith, Lily		(903245)	Professional	150.00

view changes
Date of Creation: 22/07/2024

Unchecking the "Is this a Renewal?" box will convert the invoice to a new-member invoice (optional).

To update the invoice effective date, click on "chg" button under "Renewal Terms Included".

The membership plan field on the invoice can be modified by choosing a plan from this dropdown. *Please note that this change won't permanently alter the member's actual plan.*

Member Name
Smith, Lily
Lily's Pizzeria
Join Date
04-20-2021
Member Plan on Member Record
Professional
Member Plan on this Renewal Term
Professional
Change Member Plan on this Renewal Term to
Prospect
List-Only
Past Member
Member
Financial Institutions
Demo Request Only
River Restocking Contributors
WC Choice
Semi-Annual
Quarterly
Professional
Non-Profit
Retired
General
TCS Assistant
Social Network Only
Senators
Representatives
Coupon Email Recipient
no tcs plan
no buy local plan
Recreational Asset
sam 2
Sam 3
sam99
sam17
Individual
Corporation
Other Government
Press Release Contacts
Lead
OFBP Test
Test Plan for Upload
Murky Tiered
Basic Business
Property Manager
monthly due
Trial
Donor
Gateway Test
Chrystal
List Only Member
Diamond
Student (Test)
Newsletter Subscribers
Newsletter Subscribers - Free
Effective Date
(mm/dd/yyyy)
Expiration Date
(mm/dd/yyyy)
Dues
Administrative Fee
Discount Code
Membership Add-Ons
  (Only admins can add this item)			
			
  (Only admins can add this item)			
			
Donation:

To modify the effective date of the invoice, choose a new start and end date from the Effective and Expiration date picker.

To add additional features to the invoice, admins can simply check the boxes in the selection area. However, this change won't affect the member's actual plan. If you want to add the add-on to future invoices, please modify the member's plan settings under the Member Information tab &gt; Email/Plan tab.

To view invoice change history, click "chg" beside the invoice.

Click the "view changes" link from the bottom of the page.

The page displays the updated record (Renewal Record or Invoice Date), the date of the change, the previous and current invoice amounts, and the person who created the invoice.

Created by: Super Admin Account Jarina Asi

Created on: 22/07/2024 1:25 AM

Change Type	Changed By	Change Date	Amount Before Change	Current Amount
Renewal Record	Asi, Jarina	2024-07-22 01:26:10	395.00	150.00
Renewal Record	Asi, Jarina	2024-07-22 01:26:10	195.00	150.00
Invoice Dates	Asi, Jarina	2024-07-22 01:26:14	195.00	150.00
Renewal Record	Asi, Jarina	2024-07-22 01:27:46	195.00	150.00
Renewal Record	Asi, Jarina	2024-07-22 01:27:46	150.00	150.00
Invoice Dates	Asi, Jarina	2024-07-22 01:27:49	150.00	150.00
Renewal Record	Asi, Jarina	2024-07-22 06:26:16	150.00	150.00
Renewal Record	Asi, Jarina	2024-07-22 06:26:16	350.00	150.00
Invoice Dates	Asi, Jarina	2024-07-22 06:26:24	350.00	150.00
Renewal Record	Asi, Jarina	2024-07-22 06:41:56	350.00	150.00
Renewal Record	Asi, Jarina	2024-07-22 06:41:57	150.00	150.00
Renewal Record	Asi, Jarina	2024-07-22 06:42:06	150.00	150.00
Renewal Record	Asi, Jarina	2024-07-22 06:42:06	350.00	150.00
Renewal Record	Asi, Jarina	2024-07-22 06:47:54	350.00	150.00
Renewal Record	Asi, Jarina	2024-07-22 06:47:54	550.00	150.00
Renewal Record	Asi, Jarina	2024-07-22 06:48:03	550.00	150.00
Renewal Record	Asi, Jarina	2024-07-22 06:48:03	350.00	150.00
Renewal Record	Tilacas, Ivy	2024-07-22 16:30:12	350.00	150.00
Renewal Record	Tilacas, Ivy	2024-07-22 16:30:12	150.00	150.00
Invoice Dates	Tilacas, Ivy	2024-07-22 16:30:15	150.00	150.00
Renewal Record	Asi, Jarina	2024-08-29 08:44:54	150.00	150.00
Renewal Record	Asi, Jarina	2024-08-29 08:44:54	150.00	150.00
Invoice Dates	Asi, Jarina	2024-08-29 08:44:59	150.00	150.00

Updating Membership Invoices