Types of Invoices in Member365

When viewing your invoices in Member365, you will see that each has a ‘Type’ field. What is an ‘Invoice Type’, and what are the differences between Membership, Event, and General invoices? Continue reading to find out!

Invoice Types

The ‘Type’ of an invoice corresponds to the module it was created with. You can differentiate between invoice types by the first part of their Invoice Number (e.g. MR-2018-0001), or by the ‘Type’ column on the Invoice Management page.

Membership Invoices

Membership Invoices will have a prefix of ‘MR’ in their Invoice Numbers.

Membership Invoices are system-generated, and correspond to the fees your Contacts are charged when applying to or renewing a Membership. The status of a Contact’s Membership often depends on the status of their corresponding Membership Invoice. Once a Membership Invoice is paid, the status of the corresponding Membership is automatically adjusted in consequence.

Event Invoices

Event Invoices will have a prefix of ‘ER’ in their Invoice Numbers

Event Invoices are system-generated, and correspond to the fees your Contacts are charged when purchasing Event Tickets. Since Event Invoices are refunded automatically when a Contact withdraws their Event Registration, it’s typically not possible to refund an Event Invoice as an Administrator, unless the Event is closed and the date occurred in the past.

Web Invoices

Web Invoices will have a prefix of ‘WEB’ in their Invoice Numbers.

Web Invoices are system-generated, and correspond to purchases from your Store Module.

Fundraiser Invoices

Fundraiser Invoices will have a prefix of ‘FUND’ in their Invoice Numbers

Fundraiser Invoices are system-generated, and correspond to Fundraiser Donations.

Job Posting Invoices

Job Posting Invoices will have a prefix of ‘JOB’ in their Invoice Numbers.

Job Posting Invoices are system-generated, and correspond to transactions made through your Job Board Module.

General Invoices

General Invoices will have a prefix of ‘INVOICE’ in their Invoice Numbers.

General Invoices are not system-generated. A General Invoice is an invoice that was created by an Administrator manually. General Invoices are used for whatever the Administrator needs them for. General Invoices used for Membership or Renewal fees will not automatically affect or update the corresponding Membership upon payment. To learn how to create a General Invoice, consult this Knowledge Base article.

Congratulations, you now know what each type of invoice is used for in Member365!