Persisted cash membership invoices

The persisted cash membership invoices beta feature is being rolled out gradually. Review the information below to learn about key functionality and differences:

  • When generating membership renewals or processing a membership join on a cash basis, an invoice and invoice lines will be created in the database with a standard invoice number, such as “1234”.

    • Note: When first upgrading to a version with the Persisted cash membership invoices feature enabled, an invoice and the invoice lines will be created in the database with a standard invoice number for each existing cash membership invoice.

  • An invoice includes one invoice line per membership fee or billing product and includes billing dates.
  • The invoice will be retained, including dates in the invoice lines, even when the member is billed for subsequent terms.
  • The invoice can be paid or reversed independently of previous or subsequent membership billings. Each billing for a membership term has a corresponding invoice that is retained in the system and can be acted upon.
  • When billing for membership renewal, a batch is created and can be reviewed or deleted before posting it and creating the invoices.
  • Transactions are created related to cash membership invoices, but they are not included in the General Ledger Interface export.
  • If an invoice previously had credit automatically applied from AVAIL_CREDIT or Future Credit, the credit application is reversed when the invoice is reversed. If a new invoice is then generated, the credit is automatically reapplied to the new invoice.
  • Once this feature is enabled, the Invoice.aspx page will no longer use the InvoiceDetailCash shortcut; instead, all membership invoices will use the InvoiceDetail shortcut regardless of whether the invoices are cash or accrual. See Customizing invoices for more details.

    • Note: To support those that rely on the InvoiceDetailCash functionality, the shortcut will remain in place but will no longer be actively used.

  • This feature is supported for membership joins and renewals, payment adjustments, invoice adjustments, Subscription API, and Dues Importer.