Zane P
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Activity overview
Latest activity by Zane P-
Zane P created an article,
Editing paid invoices: Revenue accounts and offline payments
Before you begin Features mentioned in this article are part of our ongoing improvements to the Financial module. These features are gradually being rolled out to all accounts. So, they may not be...
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Zane P created an article,
April - June 2026 Release Notes
May 2026 Invoicing: Edit offline payments and revenue accounts Administrators can now update both revenue accounts and offline payment details on invoices. These features allow you to correct acco...
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Zane P created an article,
Editing form-generated invoices and credit memos
On this page: About form-generated invoices and credit memos Event form invoices Membership and multi-section form invoices Refunds (credit memos) Administrative guidelines FAQs About form-gen...
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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 invoicing Invoicing 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...
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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...