Adding the client membership fee to an invoice : Social Planet

Adding the client membership fee to an invoice Print

Created by: Michael Hillier

Modified on: Mon, 23 Aug, 2021 at 3:27 PM

The client is new to your centre and you want to bill the annual membership fee as a separate cost to an activity booking.

1. Go to Main Menu then select Payments then Billable Items

2. Select + Add Item

3. Under Client use the drop down to select the person, enter the Item Description, Amount, tick Includes GST then press Add

4. Once the Billable Item has been added, select the item and then Add to new invoice

5. The Assign New Items to Invoice add a Description ie Annual Membership

6. A draft invoice will be created, select the Issue button and use the Send email, Pay Invoice and Charge Card for payment to be arranged.

7. Once the membership has been paid, copy the receipt no and add it to client profile > notes for record keeping.

Michael is the author of this solution article.

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Adding the client membership fee to an invoice Print

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