All mition portals have a built in Invoice module you can utilise for your organisation.

The invoices can be paid by members using the built in payment methods, whether a user pays via your mition portal or manually the invoice reflects this.
In Admin Settings there is an invoice settings page which allows you to modify:

• Company name (the name of your company you would like displayed)
• Address (the address of your company you would like displayed)
• GST amount (default is 10 as in 10%)
• Show pricing pre-GST (allows you to either show pricing before or after GST)
• Footer (where you can add your manual payment options and other terms)
• Logo (appears top left of your invoice)
• Currency string (AUD / USD) the currency displayed in front of any amounts shown. Default is AUD. If using Stripe, this should match what your Stripe currency.
• Test invoice. Allows you to see a sample PDF of the invoice setup.

User can download their own invoices. Invoices can be sent to users on subscription renewals. You do not need to use Stripe in order to use invoicing. It can be used as a manual invoicing mechanism.  

NEW: You can now create negative invoices and mark them as paid to capture refunds.

Default User Data on Invoice

Name

Address (if provided)

Additional Data

If a User is an Owner of a Supplier (e.g Admin) it will also include the company name and ABN if provided.

Name

Address (if provided)

Supplier Name

Supplier ABN (if provided)

If the user does not have an address and the supplier has an address, it will use this address instead.

Name

Supplier Name

Supplier ABN (if provided)

Supplier Address (if provided and no Member Address)

Reporting

There is an invoice search screen with all the details of a user and the invoice details. There is also the same report which is broken down into individual line items (as an invoice may have 1 or more line items).

There are quick filters to show late invoices, unpaid invoices and you can quickly find invoices overdue by x days.

General Ledger

Create your own General Ledger codes to match your accounting, you can set this up as GST or non-GST as per your requirements and the system will automatically add GST if requested. Each line item must link to a General Ledger code.

Other

The system generates invoices for subscriptions, events, accommodation bookings and paid forms automatically. You can also adjust/edit/create invoices manually. Including adding additional line items, editing amounts.

You can manually add part payments / discounts and other changes too.

The invoice records accrued date, paid date, created dates.

Automate emails to remind users when invoices are created/late.

Features of the Search Screen

Quick Filters

These filters give you commonly used parameters for easy invoice reporting.

You are able to find paid vs not paid, overdue by date ranges, paid by date ranges and more

Quick Search

Here you can enter a keyword such as "Startup" and it will display any invoice containing that phrase

You can also search a member name, invoice number, amount, email address and more.

Options

The options menu allows for advanced searches and to download the current list a .CSV file.

Advanced searches can be done on any screen with a data table, and you can even save an advanced search as a custom filter.

If you need to download data, you can do this by clicking the Download button.

This will export your current list to a .CSV. (You can also do this on any screen with a data table)