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Membership Billing Features in Detail
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How to Print Membership Invoices

§         From the Site Administration Menu click on the  browse icon to access the Membership Billing options page. 

§         Click on the Print Membership Invoices  option.

 

§         The first step is to enter search criteria for the Membership Types you want to bill.  To bill a single member you may use the Contact and Company search fields.

 

§         You may change the Billing Method option which defaults to “Print and Mail Invoices”.

 

§         If you are reprinting previously printed invoices, set the Include option to “Previously Printed”.

 

§         When finished with criteria click the   button.

 

§         The invoices appear as shown below:

 

§         You will be prompted with your Internet Browser’s Print Dialog box where you will need to select a printer and select your print option.  The actual print options are dependent on the version of the Windows operating system on your computer.

§         After the invoices are sent to your printer you will be prompted as shown below:

 

 

§         If you are reprinting invoices that were previously posted, click No; otherwise, verify that the invoices were printed correctly.  If they were printed correctly confirm to post the invoices by clicking Yes when prompted.

 

§         PORTALPRODIGY will find and display all memberships matching your search criteria, as shown below.

 

 

§         Click  button to return to the Membership Billing options page.

§         You are finished.

 


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