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Changes for page Managing Invoices

Last modified by David Stadnyk on 2026/04/06 15:23
From version 18.1
edited by David Stadnyk
on 2026/03/25 18:02
Change comment: There is no comment for this version
To version 21.1
edited by David Stadnyk
on 2026/03/26 03:37
Change comment: There is no comment for this version

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1 1  {{include reference="KBArticleHeader.WebHome"/}}
2 2  
3 -= Managing Invoices =
3 += Managing Invoices | Billing =
4 4  
5 -**Invoicing/Payments>Manage Invoices**
5 +[[image:1774496065606-814.png]]
6 6  
7 -To Search, Create and Process Invoices, go to Invoicing/Payments>Manage Invoices.
8 8  
9 -[[image:kb-1487503603-1487602025-1.png]]
10 -Search by **Invoice ID, Member ID, First Name, Last Name** or Search for a group of invoices by a date range or **Group, Approved** or **Payment Status**.
8 +To search, create, and manage invoices or payments, click **Billing** on the left-hand side of the screen. This will open a page with two tabs: **Manage Invoices** and **Manage Payments**, from which you can search for and manage invoices and payments.
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12 -[[image:kb-1487503603-1487602031-1.png]]
13 -[[image:kb-1487503603-1487602037-1.png]]
14 14  
15 -**Create Invoice Due**
11 +[[image:1774496086361-737.png]]
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17 -Depending on your business practices you may allow people to put things on their account during the month so that they only have 1 monthly bill. Some companies also sell packages or pro-rated monthly memberships to automatically bill their members on a given day of the month. With the Create Invoices Due feature you can have Volo check for all of your members that have their account due.
13 +**Searching for Invoices** Search by Invoice ID, Member ID, First Name, or Last Name. You can also search for a group of invoices by date range, Group, or Approval/Payment Status.
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19 -//**Note: Before you Create Invoices Due, make sure that all the days are closed by running the Appointment Overview report. If the day isn’t closed than any services the member did on that day will not be added to their account unless they were manually checked in.**//
15 +**Create Invoices Due**
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21 -[[image:kb-1487503603-2104295438-1.png]]
17 +The Create Invoices Due feature allows myVolo to check for all members with account balances currently due and generate their invoices. This is particularly useful for businesses that allow members to accumulate charges throughout the month for a single monthly bill, or those that sell packages and pro-rated memberships that bill automatically on a set day each month.
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23 -* Click the paper icon to Create Invoices Due.
19 +**Note:** Before running Create Invoices Due, ensure that all days are closed by running the **Appointment Overview** report first. Any days that have not been closed will not have their services added to member accounts unless those members were manually checked in.
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25 -* Volo will give you a list of all the invoices it has created
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27 -* At this point you **can Approve Invoices** or** Delete Unapproved Invoices**. //You can only delete Invoices that are made through the automatic generation process, and that have not been approved**.**//
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29 -[[image:kb-1487503603-2104295429-1.png]]
30 30  [[image:kb-1487503603-1487602067-1.png]]
31 31  **Approve Invoices:**
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