How to search for an Invoice?

The extent of the information that can be viewed here depends on whether you have licensed Accounts Receivables and whether or not your subscription renewals generate invoices. If you generate renewal notifications as Renewal Invitations and you do not have Accounts Receivables licensed then this section will remain empty.

However, even without Accounts Receivables you will be able to view the history of renewals generated as Invoices.

Additionally, with Accounts Receivables you will be able to enquire and review the account status of a member transaction by transaction, and review the full details of all payments made.

Click on the Invoices tab on the Member Profile screen. The transactions displayed are those with an outstanding balance (in reverse due date sequence). To see all of the  transactions; select ‘All Transactions’ from the drop down list and click Filter. You can also search for individual transactions by entering part of all of the Document Code and/or the person to whom the invoice was sent and clicking Filter.

The transactions are displayed 10 to a page in reverse date due sequence (you can toggle between this order and document code by clicking the respective column heading for that field).

To see more detail about any transaction click on the line containing the transaction summary information. A detailed screen will appear that will display and allow you to:

• View the invoice detail lines
• View the payment details
• Reprint or Email an Invoice
• Reprint or Email a Receipt
• Edit Invoice header and detail line data (limited to users with the ‘Accounts’ role ticked on their User Record - see User Administration in Administration).

NOTE: members can regenerate invoices themselves from within Member Self Service.