Zane P
- Total activity 239
- Last activity
- Member since
- Following 0 users
- Followed by 1 user
- Votes 7
- Subscriptions 107
Activity overview
Latest activity by Zane P-
Zane P created an article,
Updating Payroc/NMI credentials with Security Keys
Caution: When updating to a Security Key, do not archive your existing Payroc/NMI integration and create a new one. Update your existing settings only. If you want to switch payment processors, se...
-
Zane P created an article,
Editing paid invoices: Revenue accounts and offline payments
On this page Accessing the invoice editor Updating revenue accounts on invoices Editing offline payment details Tracking changes on the Activity Log Administrators with financial permissions can...
-
Zane P created an article,
April - June 2026 Release Notes
June 2026Payroc and NMI security updateWe’ve updated our Payroc and NMI payment processor integration to support their enhanced security standards. Payroc and NMI are phasing out username and pass...
-
Zane P created an article,
Editing form-generated invoices and credit memos
On this page Accessing the invoice editor Important notes Event form invoices Membership and multi-section form invoices Refunds (credit memos) Administrative guidelines FAQs About form-genera...
-
Zane P created an article,
Adding Purchase Order (PO) numbers
On this page Adding PO numbers Exporting PO numbers FAQs To keep your financial records organized, you can add and update Purchase Order (PO) numbers directly on ad hoc invoices and credit memos...
-
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...
-
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,...
-
Zane P created an article,
Resending invoices
On this page Method 1: Resending through the Invoice List Method 2: Resending through a member's profile Method 2: Sending a manual link Customizing the email's content There are several ways to...
-
Zane P created an article,
Sending invoices to secondary email addresses
On this page Step 1: Choose or create an email attribute Step 2: Update your invoice templates Important notes on updating templates By default, invoices are sent to a member's primary email a...
-
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...