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, or upgrade a membership. It is not the same as a payment receipt.
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From Invoice Report
1. Go to Income & Expense → Invoice Report
2. Choose a date range (optionally include cancelled invoices)
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
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. See Getting Started → How to add tax details to invoices.
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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