Add Charge Types
Click on the Settings icon (the gear) located to the right of the search bar. This will take you here:...
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Invoices
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Add Credit Via Invoice
Search member (see: Search Members). Select View in the top right corner of the pop up. This will take you here:... -
Add Invoice Types
Click on the Settings icon (the gear) located to the right of the search bar. This will take you to... -
Add Member Invoice
Search member (see: Search Members). Select View in the top right corner of the pop up. This will take you... -
Add Payment to Invoice
On the left-hand side of the screen in the navigation bar, select My Account. This will take you here: Click +... -
Add Payment To Invoice Through Member Account
Search member (see: Search Members). Select View in the top right corner of the pop up. This will take you here:... -
Admin – Add Payment To Invoice
On the left-hand side of the screen in the navigation bar under Accounts, select Payments. This will take you here:... -
Admins – Add Invoice (From Member Page)
At the top of the screen is a box titled Search. In this box enter the full or partial first... -
Apply Bulk Invoices
Within the left side bar under ACCOUNTS, select Invoices. This will take you here: In the horizontal bar at the... -
Change Member Statement Layout
Administrators have access to update elements of the Statements created for Member Accounts. On the top navigation, click the Gear... -
Create New Invoice
On the left-hand side of the screen in the navigation bar, select INVOICES under ACCOUNTS. This will take you here:... -
Delete Invoice
Search member (see: Search Members). Select View in the top right corner of the pop up. This will take you here:... -
Delete Payment from Invoice
For a member other than yourself, select Invoices from the left-hand side navigation bar. Select the desired invoice. A pop-up... -
Display Previous Balances
On the top right hand of the screen, select the gear icon. This will take you here: Within the horizontal... -
Edit Invoice Types
Click on the Settings icon (the gear) located to the right of the search bar. This will take you to... -
Member – Print Invoice
Select MY ACCOUNT on the left bar on the screen. This will take you here: On your dashboard under the... -
Member – View Invoice
On the left-hand side of the screen in the navigation bar, select My Account. This will take you here: Select the... -
Past Carnival Year Member Invoice
To access a member’s invoice from a previous carnival year, you will need to: Search for a member member’s account.... -
Pay Invoice
On the left-hand side of the screen in the navigation bar, select My Account. The page will look like this: Select... -
Print Member Statement
At the top of the screen is a box titled Search. In this box enter the full or partial first name,... -
Process Dues
Whether running Membership Dues Invoices for ALL Active members, or reviewing and running any missing Membership Dues Invoices, the Process... -
Refund Payment
Step 1 – Issuing the Refund At The Credit Card Processor Authorize.net GrowSimple Step 2 – Updating the Account -
Search For A Payment
Within the left side bar under ACCOUNTS, select Payments. This will take you here: In the top right corner of... -
Search Invoices
Go to a member’s User Details (see: View Member Details). On the User Details page, select the tab titled Accounting.... -
View Member Account History
At the top of the screen is a box titled Search. In this box enter the full or partial first name,...
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