Purpose: To allow FinalForms AMP Admins the ability to download a member's invoice
How to:
1. Manage-Members. Search for the member whose invoice you want to download.
Manage-Members
2. Click on the Edit button and become that member.
NOTE: You need to become the member to see the invoice from their prospective. Otherwise, if you do not become the member, any invoice you download will have YOUR information on the invoice.
Become Member
3. Then go to the dollar sign and pay fees.
Dollar Sign
4. Click on Download Invoice.
Download Invoice
5. Once you download the invoice, then you can proceed to sending this invoice to the member directly if they needed a copy.
Conclusion: This training tip allows FinalForms AMP Admins a convenient way to download a member's invoice and send it to them. This is extremely convenient if a member reaches out asking for a copy of their fees/invoice.
