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    • Uploading and Referencing Documents in netFORUM
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    • Calculated Dues Rates
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      • Creating a Default Dues Rate for Calculated Dues
      • Setting Up Dues Rates Parameters for Calculated Dues
      • Dues Rate Profile Settings when Using Calculated Dues
      • Setting Up Dues Rates for each Customer Type when Using Calculated Dues
      • Purchasing Memberships with Calculated Dues in the Online Store
      • Using Calculated Dues with Step and Increments
      • Using Formulas with Calculated Dues
      • Applying Additional Conditions with Calculated Dues
    • Partner Integrations
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      • Using Constant Contact for eMarketing
      • Using Expo Logic for Event Registrations
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      • Using netFORUM Pro Data in Microsoft Word Mail Merge
    • Designing Interactive Reports
      • Accessing the Dataset Designer
      • Creating a Dataset
      • Creating a List Report
      • Creating a Chart Report
      • Selecting More Columns
      • Default Columns
      • Editing a Column
      • Grouping Columns
      • Adding Aggregate Functions
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      • Opening a Saved Dataset
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    • Creating Custom Queries
      • Understanding the Difference Between Reports and Queries
      • Planning a Custom Query
      • Accessing the Custom Query Tool
      • Step 1 - Add Columns to Filter Criteria
      • Step 2 - Add Columns to Sort Order
      • Step 3 - Add Columns to Results List
      • Naming and Saving Custom Queries
    • Working with Quickbooks
      • Exporting a Batch File to Quickbooks
    • Real Estate Associations
      • Upgrading to Real Estate Associations
      • Demographics for Real Estate Associations
      • CRM Set-up for Vertical Demographics
      • Individual Profile Customization
      • Data Management for Realtors
      • Data Transfer Overview
      • Accounting Set-Up for Real Estate Associations
      • Memberships and Subscriptions
      • Data Import Wizard for Realtors
      • Shopping
      • Reports and Queries for Real Estate Associations
    • Security Group Setup
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      • How Do I Edit Data Entry Drop Down Lists
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    • Accounting Tips
      • How Do I Correct an Error Related to a Check Payment
      • How Do I Add a Customer Payment
      • Can I Refund a Partial Credit for a Credit Card Payment
      • Why am I Getting an Error Message When I Try to Process a Credit Card Transaction
      • Why You Should Still Have a Default Batch When Using the Manual Batch Process
      • How Do I Create a Credit
      • What is the Difference Between Voiding and Cancelling an Invoice
      • What is the difference between an order and an invoice
      • What are the Accounting Transaction Types?
      • General Ledger Entries Tips and Tricks
      • How to Transfer Credits Between Account Profiles
      • How do I refund a partial credit
    • CRM Tips
      • What is a Customer Number
      • How do I add search fields to the Find Individual page
      • How do I enter a customer's order
      • How do I update an individual's e-mail address
      • How do I update an individual's name or title
      • How do I update an individual's phone number or address
      • How do I update employer information
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      • How Does netFORUM Track Membership Renewals
      • What is the Membership Expiration Date
      • How do I Add a New Member to netFORUM?
      • What are Dependency Types and Dependency Rules
    • Chapter Tips
      • Setting Up Chapter Demographic Data Fields for Individuals
      • Setting Up Chapter Demographic Data Fields for Organizations
    • Event Tips
      • What Happens to Education Credits if Someone Cancels Their Event Registration
      • How to Sort Event Registration Fees in the Online Store
    • E-Marketing Tips
      • What is a Bounce Back?
      • How Do I Find an Imported Prospect in CRM
      • Attaching a Document to a Mailing List
      • How To Remove Strange or Special Characters Appearing in eMarketing Emails
    • Fundraising Tips
      • How Can I Tell What Purpose a Donor Has Selected When a Donation is Purchased?
      • How Do I Run a Report of Cumulative Donation Totals by Year per Individual?
      • How Do I Edit the Fields that Appear on the Purchase Confirmation E-Mail for Donation Purchases?
    • Report Tips
      • What is the difference between Calculated Name and Sort Name?
    • Shopping Cart and Online Store Tips
      • What is a Price Qualifier?
      • How do I Upload an Image for the Shopping Cart?
      • Changing the Confirmation E-Mail Address
      • Sending Confirmation E-Mail to an Additional E-Mail Address
      • How to Link Directly to a Product in the Online Store
      • How do I set up a featured product
    • Web Site Management Tips
      • Creating Links to Other Web Pages From the Home Page
      • Changing the Name of a Web Site Link
      • Changing the Link Positions on a Web Site
      • Setting up Member-Only Access for Web Site Links
      • Requiring a Login to Access a Web Page
      • Hiding a Web Site Link after the User Logs In
      • Web Master Advanced CSS and Templating Questions
      • How to Create a Custom CSS from a netFORUM Baseline CSS Template
      • How Do I Upload a Thumbnail Image on eWeb
      • How Do I Change My Web Site Site Code
      • How to Make Custom Pages Appear on Your Web Site
      • How to Customize Text and Messages on the Web Site Home Page
    • Inventory, Merchandise, and Subscription Tips
      • How Do I Generate and Track Issues for Subscriptions
      • Default Price
  • All Files
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  • Individuals
    • Working with Individual Records
    • Working with Individuals Personal and Contact Information
    • Linking Individuals and Organizations
    • Web Site Address and Passwords
    • Correspondence
    • Individual Memberships
    • Individual Relationships
    • Going Shopping - Using the Shopping Wizard
    • Individuals Payments, Orders, and Invoices
      • Finding an Invoice (from CRM)
      • Viewing an Individual's Transaction Summary
      • Tracking Historical Activity Data
      • Finding Historical Activity Data
You are here: netFORUM Pro Modules > CRM > Individuals > Individuals Payments, Orders, and Invoices

Individuals Payments, Orders, and Invoices

This book provides information about working with individual payments, orders, and invoices.

Finding an Invoice (from CRM)

Viewing an Individual's Transaction Summary

Tracking Historical Activity Data

Finding Historical Activity Data