This article will guide you through the steps on how to untie a freeze fee invoice and tie a new invoice to the agreement.
1. Remove Freeze Fee Invoice
You must manually cancel the invoice associated with the freeze fee.
Navigate to the client's profile and select the Billing icon or All Detail > Invoices / Payments / Refunds / Transaction Ledger.
Find the specific invoice that pertains to the freeze fee. This invoice is typically labeled as a "Freeze Fee". Click on the edit pencil next to the invoice.
Select Cancel the Invoice.
2. Manually Add a New Invoice
After removing the freeze fee invoice, you will then manually add a new invoice and associate it with a client's agreement.
Click the Add A New Invoice button.
This will open a pop up with various options for the new invoice.
Tie to an Agreement: Ensure this option is selected to link the invoice to the client's agreement.
This ensures that the invoice and future invoices will apply to this agreement as well.
Select a Sales Package or Fee Type: Choose the appropriate package or fee type. Note that package-type invoices may release session credits or impact membership expiration, depending on the package settings.
Enter Invoice Description: These details will auto-populate and provide a clear description for the invoice.
Enter Invoice Amount: The amount will auto-populate based on the sales package or fee type that you previously selected.
The amount is adjustable and can be edited to reflect current or previous package prices.
Enter Payment Due Date: Set the date when the invoice is considered due.
Enter Optional Note: Add any internal notes for staff review purposes.
Once all details are entered, click the Create New Invoice button to save the invoice.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
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Member Management: Can access client options
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Member Management: Payments Related: Can access client billing information
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Member Management: Payments Related: Can add new member invoices
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