Generating and Emailing Membership Invoices

When its time to send out renewal invoices to your members, Member Wizard will identify those members who's membership has or is due to expire and send them an invoice for them to renew for the upcoming new membership period.

When you send out these reminders, an invoice will be automatically generated and will show against the member's record in the Amount Owing column. Note that invoices will not be created for members with a membership type that has a zero cost.

If they pay this invoice through direct deposit into your organisation's bank account or face to face in the office, when you receipt the payment Member Wizard will automatically update their membership paid to date in their member record.

If you have Stripe connected and they pay using their credit or debit card either online or face to face using Stripe then Member Wizard will automatically create and send them a receipt and update their membership paid to date in their member record.

Membership invoices and their matching receipts can be viewed by right clicking on the member's record in the Member List and selecting Statement.

Step 1: Click on Members/Email Membership Invoices

The system will default in the one month ahead of the current date in the Expiring Before field. This can be edited if you require.

The Subject and Message fields are mandatory. Enter something appropriate in each area.

Click Next

Step 2: Select the members you wish to send Reminders to.

Click Select All to select/deselect all the members listed. Note that if the member owes any money as shown in the Amount Owing column this this amount will also appear on the emailed membership reminder.

Click Send