Hello, after a member pays a snack bar invoice they can no longer view the bill itself or the orders that made up the bill. If they go to ‘order history’ it just shows the amount they paid. I have had several times where a member wants to view their invoice at a later time. Also, if there could be a place where members can view all of their current and past due bills with details without having to scroll through the order history
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Yes, this one of the features of the billing process that we dislike too.
Note: ‘invoices’ now shows up for us under the Finances sub-menu but ‘bill’ is used throughout other menus and emails which is confusing
A member can only see orders and not bills. And upon paying a bill(s), they no longer see the order(s) under Order History. Instead a new line item is displayed with a new order #. And if they click the 3 dots, they will see a bill(s) but not the order(s) for that bill.
Example: Member #212 purchased 1 popsicle on 8/27, 9/14, and 10/4 (Order# 6197, 6401, 6520). Our treasurer billed (Bill #1130, 1205, 1225)them for respective order on 9/1, 9/22, and 10/6. On 10/9, after multiple system and manual reminders 
, the member paid for the 3 bills.
When the member logs in, there is not a section for Bills/Invoices, only Order History and Payment History. If they navigate to PAYMENTS→Order History, instead of seeing the 3 individual orders, they will see Order #6554.
If they click the 3 dots, they can see the bill # but not the order(s) in the bill
Here is what we see in Finances→ Sales Details
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Thanks for the details. We’re actively working on improving this so that members can more easily see their open / prior order history.
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It appears that you are in transition of replacing bill with invoice. It is quite confusing in the interim
I am providing some additional input for your redesign of the billing (invoice) process.
Currently, if a member has an unpaid bill (invoice), the “Account Summary” section still displays the message “Your dues payment status is: Paid.” While I understand this status refers specifically to the annual membership dues, it causes confusion when members still have other outstanding balances for unpaid bills (invoices).
To eliminate this ambiguity, I suggest adding a secondary status or message immediately below the green “Paid” bar that specifically highlights any existing “Unpaid Bills (Invoices)”.
If the member navigates to ‘Order History’, then can see their unpaid orders but not unpaid bills (invoices)
Only when the member navigates to ‘Make a Payment’ do they see their unpaid bills and can make a payment.
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I second all of Kurt’s thoughts on this. Especially the ‘paid’ portion, I often get emails, “but my account says ‘paid’ when I log in”. I think making this process smoother and more transparent for users would be great
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We considered using the checkin note for members with unpaid bills, but the administration would not be feasible. It would be cool if the system automatically added a standard check in note when you create a bill/invoice. And then once it is paid, the checkin note automatically is removed.
Here is an example of a checkin note that we manually created
