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.