The Chartered Institute of Marketing

Step 1 – Open up the contact record Step 2 – Click on the most current membership. This will open the membership information screen where you will see t...

​Step 1 – Click on Membership and then Transactions Step 2 – Select Due Direct Debit Transactions - Updated Step 3 - Click on the Advance Find icon on the ...

Step 1 – Open the membership record Step 2 – On the contract screen, scroll down to the Invoices. Step 3 – Open up all invoices by clicking on the i...

Step 1  - Click on membership then contacts. Step 2 – On the contacts screen, search for contact by name to bring up both records Step 3 – Select/highlight...

Step 1 – Open the Membership record Step 2 – Click on the 3 dots on the top of the page. A drop down menu will appear Step 3 – Select Add New Credit. Creat...

Step 1 – Open the Membership record Step 2 – Click on the GRID under the Invoice section on the record. This will populate the Invoice Associated view scree...

Assuming that the refund is not for the full amount of the invoice. You can do the following: Step 1 – Open the Membership record Step 2 – Go to the contac...

Step 1 – Open the Company record Step 2 – Go to the the Invoice section on the record and click the grid. This will populate the invoice Associated v...

Assuming that the refund is not for the full amount of the invoice. You can do the following: Step 1 – Open the Company record Step 2 – Go to the th...