Each invoice has its own page with the tax-invoice layout, line items with GST, and a payment history. From here you can send it to the member or issue a refund.
Open an invoice
- Go to Billing.
- Open the member's record and select the invoice you want, or follow a link from a payment.
- The invoice page shows From, To, line items, the GST breakdown, and Payment History.
Download the invoice as a PDF
- Select Download PDF in the top-right actions.
- Your browser opens a print-ready tax invoice. Choose Save as PDF in the print dialog.
Email the invoice to the member
- Select Resend.
- The invoice is emailed to the address on the To panel. A confirmation toast shows the recipient.
Issue a refund or credit note
- Select Issue Refund.
- In the Issue Refund dialog, enter the Refund amount ($) — you can refund part or all of the invoice total.
- Add a Reason (for example, Membership cancelled early).
- Select Issue Refund to process it.
If a refund doesn't go through, see Refund or credit note didn't work. To work the wider collections list, see Work the billing collections queue.