Home → Membership → Renewals → Preparing renewals to be invoiced
4.3. Preparing renewals to be invoiced
Once you have searched for your renewal timeframe, the applicable records are shown on the grid they should have applicable membership sale pipeline items / line items.
Please note that, depending on your setup, only records which have a Date Renewal within your given timeframe will appear on the grid. If the member has not yet paid their previous membership invoice, their Date Renewal may not have moved forward to the current year you are raising invoices for.
If there are no sales pipeline items associated with the record, these must be created. We will invoice this sales pipeline. Think of a sales pipeline as a line item on an invoice.
This means that you are actively planning to do something with this item, i.e. it's a confirmed sale that you plan to invoice.
Ensuring Sales Pipeline Exists
Before raising invoices for renewals, you must ensure that each record you plan to raise a renewal invoice for has a sales pipeline associated with its renewal.
Records which do not have a sales pipeline will show ().
Sale Status
Once you have all your sales pipeline items ready, you will want to update their Sale Status to Sale.
Only items with a Sale Status of Sale will be available to be raised into an invoice.
Accounts Status
You will want to ensure each sales pipeline has the appropriate Accounts Status of To Invoice. The status To Invoice means you want to raise this item into an invoice.
If you have agreed on some other deal for the individual record, you could appropriately set the Accounts Status to something like Paid or N/A.
Final Checks
Only records which have a renewal sales pipeline will be invoiced.
Only sales pipeline items which have the appropriate Sale Status of Sale and Accounts Status of To Invoice will appear in the Main Menu -> Accounts -> Accounts Admin -> Items To Process page for invoicing.