Through the Membership Invoicing Wizard you are able to create sales orders for the members of your organisation.
Before getting started
In order to be able to create sales orders for the members of your organisation, the following criteria must be fulfilled:
In Mamut Online Desktop:
The fees for the different types of membership have been created and specified in the company settings for Medlemsregister.
The fees for the different groups have been created and specified in the group card.
Members have been assigned their corresponding membership type in the member card.
In Mamut Business Software:
One product, at least, has been created in the Product Register, since every sales order needs to be linked to product or service in Mamut Business Software. The only information you need to register for the product is the VAT settings for the services you will invoice later on. The name and the price will be overwritten by the fees created in the Medlemsregister.
Getting started
Once you have made sure that the criteria specified above have been fulfilled, you are able to get started creating sales orders for the members of your organisation.
How to get started with the Membership Invoicing Wizard
Log in to your Mamut Online Desktop account by using your Mamut ID. You are able to log in via a web browser on www.mamutonline.com (extern länk) or via the focus area Mamut Online Desktop in Mamut Business Software.
Within Mamut Online Desktop, go to Work areas - Membership Register.
Access the wizard by clicking the Create
Membership Invoices icon placed on the toolbar of the group list,
a group card, member list or a member card.
You can now start creating sales orders for the members of your
organisation.
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