Discounts & Invoices

Discounts & Invoices

Discounts 

- Access the Memberbase dashboard. 
- Navigate to “discounts”. 
- Click on the “Create a discount” button. 
- Fill in the required fields respectively. 
- under the “product category”, apply the product category created in Step 1. 
- Finally, click on the “Create discounts” button. 

Create an invoice 

 -Access the Memberbase dashboard. 
- Navigate to “contacts”. 
- Select “contact” and right-click on view. 
- Click on the “finance dropdown” and Select “Create an invoice”. 
- Fill in the required fields respectively. 
- Select a “product category” and a “product”. 
- Set the date or leave it automated 
- Add narration or leave it automated 
- input the unit price/quantity. 
- Set the discount (select the discount created). 
- Input the PO (purchase order) number.  
- Finally, click on “Create invoice”. 
The system automatically generates an invoice number, so u can override and input an address. 

Customer Invoice 

- Access the Memberbase dashboard. 
- Navigate to “contacts”. 
- Select “contact” and right-click on view. 
- Click on “finance”. 
- Select the “customers invoice”, Click on the “view” button to open the “customer's invoice”. 
- Click on the “view customer invoice” (it redirects you to a client external page). 
- Finally, print the invoice by clicking on the “print” button. 

Customizing invoices 

Step-1   
- Navigate to “invoice” created. 
- Click on “Account settings”. 
- Click on “view” customer invoice. (a logo will be displayed along with details).
- Click on “Edit” at the top right corner. 
- Finally, click on “Update account settings”. 

Step-2: Custom fields   
- Under “account settings”.  
- Click on “custom fields”.   
- Click on “Create custom field”.  
- Fill in the required data respectively.  
- Click on “Create custom field”.  
- Finally, click on Create an Invoice.  
The custom field u created will appear on the form and you can proceed by typing a custom text for the invoice.  





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