MEMBER: Obtaining A Member's Invoice AMP Feature


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.
 
The Members list filtered by a name search, showing one matching member row with bell, folder, and Edit action buttons.
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.

The member row's Edit dropdown open, listing Edit, Assign Groups, Change Password, and Become options.
Become Member
 
3. Then go to the dollar sign and pay fees.
The member profile header with the dollar-sign fees icon circled and its tooltip 'Click to view charges and checkout' visible.
Dollar Sign


4. Click on Download Invoice.

The Checkout Receipt page for a personal-check payment, with the Download Invoice and Print Invoice buttons circled.
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.
 
Questions?: Contact FinalForms AMP Support at: support@finalforms-amp.com