Introduction
This guide shows you the steps of creating an invoice manually on PGM
Instructions
Go to PGM -> Finances -> Invoices
Press Add
Scroll down and press Add Position from transaction
Find the club member/company, select the date range and press Search
Pressing the tick box at the item line level will invoice that line level only, ticking the box above will invoice all lines that need to be invoiced
Press Insert to insert all the invoice lines into this invoice
Invoice lines will appear here
To edit the text of a line, press the Pencil button next to the invoice line
Change the details of the line and press Save
Add in a Deadline to when they need to pay, scroll on the top of the invoice page to do this
Insert a comment, press Save.
Note: If a transaction has already been included in a previous invoice, you will not be able to regenerate the transaction within another one.
How to print the invoice or send it by email
Note: You will need to have the Automation Centre rule: “Invoice has been requested” created and not paused.