Zane P
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Activity overview
Latest activity by Zane P-
Zane P created an article,
April - June 2026 Release Notes
April 2026 Edit form-generated invoices and credit memos (refunds) You can now edit Open (unpaid) invoices generated through form submissions (such as events and memberships) and credit memos (re...
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Zane P created an article,
Editing form-generated invoices and credit memos
On this page: About form-generated invoices Event form invoices Membership and multi-section form invoices Refunds (credit memos) Accessing the invoice editor Administrative guidelines FAQs Ab...
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Zane P created an article,
Adding Purchase Order (PO) numbers
On this page: About PO numbers To add PO numbers Exporting PO Numbers FAQs About PO numbersTo keep your financial records organized, you can add and update Purchase Order (PO) numbers directly o...
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Zane P created an article,
2024 Release Notes
December 2024 Bug fixes Itinerary Emails Not Sending: Fixed a problem that was preventing itinerary emails from being sent. Implemented new logic to ensure emails are directed first to the requ...
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Zane P created an article,
January 2026 - March 2026 Release Notes
March 2026PO numbers included in transaction report exportsTransaction report exports now include a dedicated column for Purchase Order (PO) numbers. When a PO number is associated with an invoice,...
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Zane P created an article,
Resending invoices
On this page: Overview Method 1: Resending through the Invoice List Method 2: Resending through a member's profile Method 3: Sending a manual link Customizing the email's content OverviewThere a...
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Zane P created an article,
Sending invoices to secondary email addresses
On this page: Overview Step 1: Choose or create an email attribute Step 2: Update your invoice templates OverviewBy default, invoices are sent to a member's primary email address. However, you c...
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Zane P created an article,
Getting started with invoicing
About invoicingInvoicing in MC Professional is the primary method for recording and collecting payments (invoices) and refunds (credit memos). On the Financial module, you can:View and manage all i...
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Zane P created an article,
Voiding renewal invoices
On this page: What’s a renewal invoice? Manually voiding renewal invoices (not recommended) To correctly void renewal invoices (recommended) What’s a renewal invoice? A renewal invoice is the s...
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Zane P created an article,
Creating Ad Hoc invoices and credit memos: Individually and in bulk
On this page: About Ad Hoc invoices To create an Ad Hoc invoice for an individual profile To create Ad Hoc invoices in bulk Configuring invoice settings About Ad Hoc invoices Ad Hoc invoices and...