You can access the wizard by clicking the Create
Membership Invoices icon on the toolbar of the group list, a group
card, member list or a member card. The wizard for creating membership
invoices consists of three steps.
You can access the wizard by clicking the Create
Membership Invoices icon on the toolbar of the group list, a group
card, member list or a member card. The wizard for creating membership
invoices consists of three steps.
Note!
The system will only create one sales order per member, even though you
are invoicing that person for more than one fee. The different fees will
be registered as separate product lines in the same sales order.
Step 1:
In the first step of the wizard you are required to establish two selections:
Select whether you would like to create
sales orders for all past and active time periods or create
sales order for a specific time period.
The first option allows you to create sales orders for all of the services
started since the date the company was created in the system until today's
date and that have been not been yet been invoiced.
The second option allows you to create sales orders for a concrete period
of time, for example, the services started between January and June. In
order to define the period of time, enter the date manually in the fields
From and To
or click on the calender icons. In order to change the month in the window
that opens, use the arrows or click once over month/year, to change the
year click twice on the month/year and use the arrows to navigate to the
date you wish to select.
Define whether you would like to create sales orders
for members with a membership fee and a group fee; for members with only
a membership fee; or for members with only a group fee.
Members with a membership fee and a group fee allows you to
create sales orders for members based on their membership type and the
activity groups they participate in.
Members with only a membership fee allows you to create sales
orders for members that only have a membership fee and that do not participate
in any activity group.
Members with only a group fee allows you to create sales order
for members who have at least one group fee and no membership fee.
Click Next to continue to the next step.
Step 2:
The second step of the wizard allows you to select the members you are going to create sales orders for. You are also able to edit the Membership fee and Group fee manually, in case you need to. The changes will only apply to the users you change the fees for.
This window is arranged into tabs. The tabs vary according to the selections you made in the first step. For example, if you are creating sales orders based on membership fees and group fees, a tab called Membership fee and another called Group fee will be shown. In addition, the Summary tab offers you an overview of all of the sales orders that are going to be created.
The tabs list all of the members that match the criteria you set in the first step and include details such as member name, fee price, as well as the dates the fee applies for. Note that the check box placed next to each members name, allows you to exclude the sales orders for the members you unselect the check box for. By default, all the check boxes are selected.
Tip! The Search
for drop-down list can help you to find members included in the
list.
Click Next to continue to the next step.
Step 3:
In the last window of the wizard you are required to link the membership fee and the group fee to a product, since every sales order needs to be linked to a product or service in the Product Register in Mamut Business Software.
Click on the button with the three dots in order to link the
membership fee and the group fee
to a product. The window that opens, lists all of the products you have
registered. Both the membership fee and the group fee must be linked to
a product, even though you are creating sales orders based only on one
of them. You can for example, link both fees to the same product.
Note! When the sales orders are created
in Mamut Business Software,
the name and the price of the product selected will be overwritten
by the name and the price of the fees created in the Medlemsregister.
Select the Ready for invoicing check box in case one user is going to create the sales orders through the wizard and another user is going to invoice them in Mamut Business Software. By selecting this box, you show the other user that the sales orders are ready for invoicing.
If you wish to create a test
print of the sales orders you are going to create, you can do so by clicking
the corresponding buttons. You are able to generate a test print in a
PDF or Excel document.
Click Complete in order to finalise the wizard and create the sales orders or click Cancel to exit the wizard. Alternatively, you can click on Previous and edit your selection.
Once you have created the sales orders, you are able to further process them through the Sales and Invoicing register in Mamut Business Software. You are also able to access the sales orders though the Försäljning work area in Mamut Online Desktop.
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