Zane P
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Activity overview
Latest activity by Zane P-
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
February 2026 Important note The new features mentioned as part of our February 2026 release relate to our ongoing improvements to the Financial module. These features are gradually being rolled ou...
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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...
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Zane P created an article,
Managing revenue accounts
On this page: About revenue accounts Creating and editing revenue accounts Tying a revenue account to a member type About revenue accounts The Revenue Accounts tool is used to track and manage ...
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Zane P created an article,
Customizing invoice templates, notifications, and settings
On this page: About invoice templates Creating and editing templates Invoice settings Tying an invoice template to a form Tying an invoice template to a member type About invoice templatesInvoic...
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Zane P created an article,
Managing the Invoice List
On this page: About the Invoice List Accessing the Invoice List Filtering and searching Bulk actions About the Invoice List The Invoice List provides a detailed view of all invoices and credit m...