{"id":3210,"date":"2022-03-04T16:32:06","date_gmt":"2022-03-04T16:32:06","guid":{"rendered":"https:\/\/krewescontrol.help\/?post_type=ht_kb&#038;p=3210"},"modified":"2023-06-06T14:09:33","modified_gmt":"2023-06-06T14:09:33","slug":"create-new-invoice","status":"publish","type":"ht_kb","link":"https:\/\/krewesctrl.help\/?ht_kb=create-new-invoice","title":{"rendered":"Create New 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\">On the left-hand side of the screen in the navigation bar, select INVOICES under ACCOUNTS. 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=\"347\" src=\"https:\/\/krewescontrol.help\/wp-content\/uploads\/2023\/06\/invoices-page-1024x347.png\" alt=\"\" class=\"wp-image-4102\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoices-page-1024x347.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoices-page-300x102.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoices-page-50x17.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoices-page-1536x521.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoices-page-2048x694.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoices-page-60x20.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoices-page-100x34.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">On the left hand side of the screen, select +Invoice in the top yellow bar. This will take you here:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"617\" src=\"https:\/\/krewescontrol.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up2-1024x617.png\" alt=\"\" class=\"wp-image-4104\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up2-1024x617.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up2-300x181.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up2-50x30.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up2-1536x926.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up2-2048x1234.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up2-60x36.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up2-100x60.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Search for the members name in the search bar, then click on the name of the desired member.\u00a0Your pop up will now look like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"614\" src=\"https:\/\/krewescontrol.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up1-1024x614.png\" alt=\"\" class=\"wp-image-4105\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up1-1024x614.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up1-300x180.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up1-50x30.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up1-1536x921.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up1-2048x1228.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up1-60x36.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up1-100x60.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select the type of invoice. Your pop up will then look like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"615\" src=\"https:\/\/krewescontrol.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up2-1024x615.png\" alt=\"\" class=\"wp-image-4106\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up2-1024x615.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up2-300x180.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up2-50x30.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up2-1536x923.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up2-2048x1230.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up2-60x36.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up2-100x60.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select charges\/credits or store items and products. Your pop-up will now look like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"617\" src=\"https:\/\/krewescontrol.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up3-1024x617.png\" alt=\"\" class=\"wp-image-4108\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up3-1024x617.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up3-300x181.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up3-50x30.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up3-1536x926.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up3-2048x1235.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up3-60x36.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/new-invoice-pop-up3-100x60.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select the items that you would like to add to the invoice. Then, select +Add to Invoice at the top right of the screen. Your pop-up will now look like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"621\" src=\"https:\/\/krewescontrol.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up4-1024x621.png\" alt=\"\" class=\"wp-image-4110\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up4-1024x621.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up4-300x182.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up4-50x30.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up4-1536x932.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up4-2048x1242.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up4-60x36.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/invoice-pop-up4-100x61.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Then, select the green button that says +Create Invoice. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ALTERNATIVELY, you can create the invoice within the Members&#8217; account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the search bar at the top of the page, type in the Member&#8217;s name. It will look like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/krewescontrol.help\/wp-content\/uploads\/2023\/06\/search-member-1024x143.png\" alt=\"\" class=\"wp-image-4111\" width=\"668\" height=\"93\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/search-member-1024x143.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/search-member-300x42.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/search-member-50x7.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/search-member-1536x214.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/search-member-2048x285.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/search-member-60x8.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/search-member-100x14.png 100w\" sizes=\"(max-width: 668px) 100vw, 668px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select the name of the desired member.\u00a0A pop-up will appear that looks like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"619\" src=\"https:\/\/krewescontrol.help\/wp-content\/uploads\/2023\/06\/member-details-pop-up-3-1024x619.png\" alt=\"\" class=\"wp-image-4112\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/member-details-pop-up-3-1024x619.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/member-details-pop-up-3-300x181.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/member-details-pop-up-3-50x30.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/member-details-pop-up-3-1536x928.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/member-details-pop-up-3-2048x1238.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/member-details-pop-up-3-60x36.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/member-details-pop-up-3-100x60.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select +Invoice. You will follow the same steps to create a new invoice as provided above.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>These are sample names.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>On the left-hand side of the screen in the navigation bar, select INVOICES under ACCOUNTS. This will take you here: On the left hand side of the screen, select +Invoice in the top yellow bar. This will take you here: Search for the members name in the search bar, then&#8230;<\/p>\n","protected":false},"author":5,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[257,268],"ht-kb-tag":[],"class_list":["post-3210","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-administration","ht_kb_category-invoices"],"_links":{"self":[{"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/ht-kb\/3210","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=3210"}],"version-history":[{"count":2,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/ht-kb\/3210\/revisions"}],"predecessor-version":[{"id":4113,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/ht-kb\/3210\/revisions\/4113"}],"wp:attachment":[{"href":"https:\/\/krewesctrl.help\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3210"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-category&post=3210"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-tag&post=3210"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}