{"id":3109,"date":"2022-03-02T20:01:25","date_gmt":"2022-03-02T20:01:25","guid":{"rendered":"https:\/\/krewescontrol.help\/?post_type=ht_kb&#038;p=3109"},"modified":"2023-05-30T18:45:38","modified_gmt":"2023-05-30T18:45:38","slug":"add-member-invoice","status":"publish","type":"ht_kb","link":"https:\/\/krewesctrl.help\/?ht_kb=add-member-invoice","title":{"rendered":"Add Member Invoice"},"content":{"rendered":"\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon\">Updated for 7.0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Search member (<em>see:<\/em> <strong><a href=\"https:\/\/krewescontrol.help\/knowledge-base\/search-members\/\" data-type=\"ht_kb\" data-id=\"3107\">Search Members<\/a><\/strong>).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select View in the top right corner of the pop up. This will take you here:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"394\" src=\"https:\/\/krewescontrol.help\/wp-content\/uploads\/2023\/05\/member-details-page-1-1024x394.png\" alt=\"\" class=\"wp-image-3895\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/member-details-page-1-1024x394.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/member-details-page-1-300x116.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/member-details-page-1-50x19.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/member-details-page-1-1536x592.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/member-details-page-1-2048x789.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/member-details-page-1-60x23.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/member-details-page-1-100x39.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the horizontal navigation bar, select <em>Accounting<\/em>. This will show drop-down options.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select <em>+ Invoice<\/em> from drop-down options. This will bring up a pop-up window titled New Invoice.\u00a0The pop-up will look like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"354\" src=\"https:\/\/krewescontrol.help\/wp-content\/uploads\/2023\/05\/new-invoice-pop-up-1024x354.png\" alt=\"\" class=\"wp-image-3896\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/new-invoice-pop-up-1024x354.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/new-invoice-pop-up-300x104.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/new-invoice-pop-up-50x17.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/new-invoice-pop-up-1536x532.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/new-invoice-pop-up-2048x709.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/new-invoice-pop-up-60x21.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/new-invoice-pop-up-100x35.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select type of invoice from the drop-down options.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A new field will appear that says Select. Select <em>Charges and Credit<\/em> OR <em>Store Items &amp; Products<\/em>. Select from the options that then appear.\u00a0You will see a screen that looks like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"430\" src=\"https:\/\/krewescontrol.help\/wp-content\/uploads\/2023\/05\/add-to-invoice-1024x430.png\" alt=\"\" class=\"wp-image-3897\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/add-to-invoice-1024x430.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/add-to-invoice-300x126.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/add-to-invoice-50x21.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/add-to-invoice-1536x645.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/add-to-invoice-2048x860.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/add-to-invoice-60x25.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/05\/add-to-invoice-100x42.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Once all applicable options have been selected, press the <strong>+Add to Invoice<\/strong> button on the top right. This will show you the invoice.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select the quantity of the item(s) and if it will be debit or credit.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click the <strong>+ Create Invoice<\/strong> button to create the invoice.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>ALTERNATIVELY<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On the left-hand side of the screen in the navigation bar, select<em> Invoice(s)<\/em>.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the horizontal navigation bar, select <em>+ Invoice<\/em>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Search the member (<em>see:<\/em> <strong><a href=\"https:\/\/krewescontrol.help\/knowledge-base\/search-members\/\" data-type=\"ht_kb\" data-id=\"3107\">Search Members<\/a><\/strong>).&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select the member\u2019s name.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then follow the steps above starting with the second step: \u201cGo to User Details.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Search member (see: Search Members). Select View in the top right corner of the pop up. This will take you here: In the horizontal navigation bar, select Accounting. This will show drop-down options. Select + Invoice from drop-down options. This will bring up a pop-up window titled New Invoice.\u00a0The pop-up&#8230;<\/p>\n","protected":false},"author":5,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[257,268,260],"ht-kb-tag":[],"class_list":["post-3109","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-administration","ht_kb_category-invoices","ht_kb_category-members"],"_links":{"self":[{"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/ht-kb\/3109","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3109"}],"version-history":[{"count":3,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/ht-kb\/3109\/revisions"}],"predecessor-version":[{"id":3898,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/ht-kb\/3109\/revisions\/3898"}],"wp:attachment":[{"href":"https:\/\/krewesctrl.help\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3109"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-category&post=3109"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-tag&post=3109"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}