Invoice Documents

To make sure your members know that their membership is coming due, there are several tools that the MMS provides for notifications.  One of the most frequently used are printed invoices documents and statements. 

Printed Invoice Documents

Printed invoices can be accessed one at a time via the 'inv' links on any of the "View Transaction" views.  Printed invoices can be printed in batches using the "Renewal Notices" option under Batch Printing on the Billing Menu. Enter the range of dates and invoices will be generated for all of that invoices within that range.  These renewal notices (invoice documents) are designed to be used with windowed envelopes.  Although, if desired, mailing labels can be created similarly using the "Renewal Mailing Labels" option on the Renewals Menu.

Statements

The MMS can also produce statements for members.  The statements include transaction detail (invoices and payments) for a member, between specified dates.  The statements also include an aging summary (how long unpaid invoices have been unpaid).

To print statements, look for Statements under Batch Printing on the Billing Menu. Statements can also be printed using the 'Create Statement' link in member billing functions.