Process Membership Renewals and Send Invoices
Process Membership Renewals and Send Invoices
Learn how to efficiently process membership renewals and generate invoices for your members. This guide will walk you through the steps to ensure accurate billing and timely communication.
1. Navigate to https://live.clubhouse.scottishgolf.org/TabSubs.aspx
2. Click "Process Renewals"
3. Click this text field.
4. Click here.
5. Click "20"
6. Click this text field.
7. Click "1"
8. Click "Invoice Details To Use Invoice Document Date: Invoice Due Date or 1st Instalment Due Date: Search Filter Get all members with subscriptions due ..."
9. Click "Invoice Details To Use Invoice Document Date: Invoice Due Date or 1st Instalment Due Date: Search Filter Get all members with subscriptions due ..."
10. Click "Pick categories..."
11. Click "None"
12. Click this checkbox.
13. Click "Finish"
14. Click "Submit"
15. Click "£1,077.50"
16. Click here.
17. Click this checkbox.
18. Click the "Email All" field. - If this not selected then members will not receive an email notifying them that their subscriptions are now due!
19. Click the "Confirm and proceed." field.
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