How To: Generate Membership Invoices

Modified on Wed, 24 Jun at 4:31 PM

Overview

A guide on generating invoices for Memberships.

How-To Video

Setup Guide

TABLE OF CONTENTS

Overview
How-To Video
Setup Guide

Before You Start

Make sure you have entered any Membership Exclusion Dates if there are any dates in the period not being charged.

Refer to: How To: Exclude Dates from Membership Invoices

How to Generate Membership Invoices

1. Go to Administration → Generate Membership Invoices.

2. Tick the boxes for all the Membership Types to be renewed and click "Next".

3. The next screen is a final check of dates. Check and click "Next".

All pro-rata memberships will be generated for the next set period (dates will display).

Any Rolling invoices will need to have the End Date entered (the date invoices will be generated up to).

4. The final screen displays the end date of the renewal period for each Membership Type. Click "Process".

Membership invoices are now generating. You will receive an email to alert you when it is completed.

Optional Next Steps

Generating Membership invoices does not create any Attendance records. If your Membership Students are enrolled into classes, these will need to be invoiced (even if set to no charge) to generate Attendances. Refer to: How To: Generate Lesson Invoices (bulk invoicing)

Invoices are not automatically sent to families. They can however view their invoices and account balance through the SimplyPortal app if configured. To send Statements, refer to: Quick Guide: Sending Bulk Statements Checklist

Last updated 24 June 2026