Financials Module

Duration: approx 26 minutes

Welcome to Financials. This module explores MiMembership’s many financial controls. Click on the lessons below to get started!

Creating an invoice

2 mins | Start Lesson

Emailing and printing invoices

2 mins | Start Lesson

Adding an invoice to a payment plan

3 mins | Start Lesson

Extending the default date of an invoice

2 mins | Start Lesson

Applying a promotion code to an invoice

2 mins | Start Lesson

Paying an invoice

2 mins | Start Lesson

Reversing an invoice

2 mins | Start Lesson

Creating a credit note

2 mins | Start Lesson

Viewing invoice payment allocation

2 mins | Start Lesson

Changing an invoice from draft to outstanding

3 mins | Start Lesson

Linking and un-linking an invoice to a membership group

2 mins | Start Lesson

Viewing and editing invoices

2 mins | Start Lesson