The member has an existing invoice and is changing category, what do I do with the existing invoice?

Created by Maddi Major, Modified on Fri, 2 May at 4:50 PM by Maddi Major

If a member with an existing invoice is changing his/her category:

1. Create a credit note equivalent to the balance of the invoice. (If you have Xero, do this in Xero.)

2. Update the member's category.

3. Add the new subs items. Enter / double check the amounts.

4. Create a new invoice.