Usage
The invoice PDF for members' renewals can be shared with their companies for member reimbursement or proof of payment.
Platform
Chapter Management Hub
Watch the video
Steps
Access Renewal Invoice
1. In the Membership module, click on the Renewals Tab and select a view for Members Renewed or Members Not Renewed.
2. Click the drop-down arrow next to the member's name and select View Invoices.
Invoices are only available for members with the renewal stage of Payment Pending, Payment Received, or Closed Won. If members need an invoice that are in any other renewal stage, reach out to [email protected].
3. Click on the CC Invoice Name to download the invoice.
4. The Invoice PDF will show based on browser settings. Hover at the top of the PDF view to see Save or Print.
Things to know
Invoice PDF is only available for members with the renewal stage of Payment Pending, Payment Received, or Closed Won. If members need an invoice that are in any other renewal stage, reach out to [email protected].
For Members not Renewed, you can also View Renewal Opportunity for more information.
How to get help
Reach out directly to your regional manager (RM) or chapters and regions community manager (CRCM) at [email protected] for additional support.