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How to view, email, or download an invoice

Covers: Invoice Report, member profile invoice actions

An invoice is the bill created when you assign, renew, upgrade or transfer a membership.

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From Invoice Report

  1. Go to Income & Expense → Invoice Report

  2. Choose a date range

  3. Click the invoice number to view it

  4. Use Select Action → Email Invoice or Download Invoice

  5. Export the table if you need Excel / CSV / PDF / Print

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From the member profile

  1. Open Member Profile → Details tab

  2. On the membership row, use Action → Email Invoice or Download Invoice

  3. Or open the invoice number link to view

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Tax on invoices

GST / VAT details come from Account Settings → Edit Account → Tax info

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Related

How to collect a membership payment

How to view or email a payment receipt

How to add tax details to invoices

 

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From Invoice Report
From the member profile
Tax on invoices
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