The financial module which displays invoices that have been created within the system. Invoices would be generated automatically with the creation of applications.  It also allows for the organization to create individual invoices based on their need. 


  • The Billing main page Invoice Dashboard lists all invoices created in the system

  • There is a search/filter that allows the display of invoices for a certain time frame

  • You can specify both dates or you can enter a beginning date and leaving the end date blank will display up to today.

  • There is information on the amount of Unpaid invoices as well as Paid invoices.

  • Create Invoice - allows the admin to generate an invoice manually.

  • Export - exports the current display of invoices. If you have a specific range of invoices displaying it will export only those invoices. If you have nothing specified for the date range then the export will be of all invoices.

  • Creating an invoice

    • Choose the member you are creating the invoice for.

    • This will now display the member name and address

    • Under Invoice Details 

    • Chose the date issued

    • Chose the Date Due

    • Enter any comments

    • Now you can begin adding the Items

    • Name

    • Description

    • Unit Price

    • Qty - (Quantity)


  • Export

    • This feature lets you download invoice information in an Excel spreadsheet format. The content of the file is determined whether you are entering Dates in the Due Between fields or if those fields are blank.


  • Payments / Receipts / Refunds

    • Working with your invoices

    • If an invoice is Unpaid - for example if someone was sending you a cheque or Digital Transfer or if you are doing a payment by phone.

    • You can click the Pay link to make the payment

      • We have 4 options available.

      • Credit Card

      • Cheque or MoneyOrder

      • e-Transfer

      • Payroll Deduction


  • You can edit an existing unpaid invoice. Invoices that are paid cannot be edited. All fields of the invoice can be changed

  • You can refund a paid invoice

  • The refund window displays a breakdown of the items being refunded.  If there are more than one item listed you can refund an individual item or the entire invoice.