Merge Contact Information When Creating Merge Invoices

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When creating merge invoices, you can now use fields from Contact records to generate invoice charge line calculations (such as when generating dues invoices). For example, if one component of the dues was based upon the number of branches, you could have the system use the number of branches field to populate the quantity field, and the total extended cost would be automatically calculated for each member.

You can also merge in Contact fields to personalize the charge lines - or list information that you want members to review and verify. This is a good way to list Contact information on the invoice, in order to have members review its accuracy.

To learn more about this new feature, select the 'Create Merge Invoices' option from the Main Menu. Then, on the prompt screen, click the 'Click here to learn more' hyperlink near the top of the page.