Members On Account

Members On Account

This will show you everything that a member has added to their account. This can be done manually for products, such as beverages or power bars. If the client did not purchase any inventory items but they were booked in for a service – like a personal training session. The Member Manager software will automatically add the appropriate inventory item to their account.

To see what a member has on account, follow these steps:

1. Click Member

2. Click Search and select a Member

3. Click Account

4. Click On Account

This will show you what the member has on their account.

Open

There can be two types of entries. One shows a check box to the left and the word Remove to the right. No invoice has yet been created for this item. To create an invoice, select the items that you want and click Create Invoice. Note: Any corresponding items sold with the New Sale or New Contracts will apply to items On Account as soon as they are sold.

Create Invoice from On Account:

• Check the box for the item(s) you would like to invoice. Checking the top box will select all.

Open

• Click Create Invoice

The second type of item will have no check box next to it, and no option to remove it. These are items that Member Manager has automatically created into an invoice on the member’s billing date, but that an administrator has not approved. Once the invoice is approved the items are removed from the On Account area, and will appear Invoice History. Click here to view options for processing invoices due when using the post billing feature.