Corrections / Voids - Help Desk Explanation

Corrections / Voids - Help Desk Explanation

Making Corrections:

To correct an invoice or payment, follow these steps:

1. View the transactions for the specific member.

2. Look for the 'chg' link on the right side of the transaction.

3. If it's a membership dues invoice, pay special attention to the dates.

4. If you need to change the dates of the membership term (effective and expiration), click on 'chg' next to the invoice, and then click on 'chg' again next to 'Renewal Terms Included'.

Voiding:

Please note that invoice and payment records cannot be deleted for audit purposes. Instead, you can use the void function to remove them. Keep in mind the following:

- If an invoice has a payment attached to it, the payment must be voided first before the invoice can be voided.

If you have any further questions or need assistance with corrections or voids, please don't hesitate to reach out to our help desk. We're here to assist you!