Dues & invoices shows what has been billed, what has been paid, and what is still outstanding.
At the top are two cards:
- Outstanding — the total still owed on Open and Partly paid invoices, and how many there are.
- Taxable dues billed · last four quarters — the taxable amount on invoices issued in the current quarter and the three before it, not counting void invoices, and the GST/HST billed on them. It compares that total with the small-supplier threshold and says whether you are over or under it. It also shows the GST/HST number on file, or says none is on file. It is "A reminder, not a ruling — confirm with your advisor."
Below them are tabs: All, Open, Overdue, Partly paid, Paid and Void. Overdue shows open and partly paid invoices past their due date, and those rows show an Overdue pill. You can search by number, member or PO.
Each row shows the invoice number and any PO reference, the member, what it is for (Joining, Renewal, Level upgrade, Reinstatement, Monthly dues or Other), the issued and due dates, status, tax and total. A partly paid invoice also shows how much has been paid. Click the member's name to open their record.
On an unpaid invoice, the … menu has Record payment, and Void if nothing has been paid against it. Paid and void invoices have no menu.
A note at the foot reminds you that tax treatment comes from the membership level, never from the invoice. You set it in Organization Settings → Membership levels.