https://unity.yourmembershipinc.com/forums/posts.aspx?topic=1341964 Wed, 29 Apr 2026 18:15:42 GMT Tue, 24 Oct 2017 17:58:53 GMT Copyright © 2017 Unity Online Community https://unity.yourmembershipinc.com/forums/posts.aspx?topic=1341964 https://unity.yourmembershipinc.com/forums/posts.aspx?topic=1341964 Thu, 9 Mar 2017 16:02:11 GMT https://unity.yourmembershipinc.com/forums/posts.aspx?topic=1341978 https://unity.yourmembershipinc.com/forums/posts.aspx?topic=1341978
As I said in the other thread, my concern is that the system currently groups adjustments with payments, which is confusing to all parties (especially our members, but us, too). It's particularly confusing when adjustments are for positive amounts (i.e., when they increase the amount owed) but are lumped in with payments.

My recommendation is to give adjustments their own section: Invoice Line Items, then Adjustments, then Payments. Whether or not the adjustments are positive or negative, this will make matters much easier for clients and association staff to read.]]> Thu, 9 Mar 2017 16:15:14 GMT https://unity.yourmembershipinc.com/forums/posts.aspx?topic=1342008 https://unity.yourmembershipinc.com/forums/posts.aspx?topic=1342008
@@Only_Purchased_Invoice_Item@@ - Products, Memberships, or Donation Funds only. Does NOT include adjustments, credits, refunds, or discounts.

@@Purchased_Invoice_Item_and_Discounts@@ - Products, Memberships, or Donation Funds and any discount applied at checkout or manually by a Site Admin. These only include: Discount (Store Promo Code), Discount (Shipping Promo Code), Discount (Membership Promo Code).

@@Adjustments_Only@@ - Only includes Adjustments added to an invoice by a Site Administrator

@@Payments_and_Refunds_Only@@ - Only includes Payments and Refunds.

@@Adjustments_Only@@ - Only includes Adjustments added to an invoice by a Site Administrator

@@Credits_Discounts_Adjustments@@ - Includes all Credits, Discounts, and Adjustments regardless if they were added to the invoice automatically by the system or manually added by a Site Administrator.
]]> Thu, 9 Mar 2017 17:05:11 GMT https://unity.yourmembershipinc.com/forums/posts.aspx?topic=1343117 https://unity.yourmembershipinc.com/forums/posts.aspx?topic=1343117 Mon, 13 Mar 2017 21:58:16 GMT https://unity.yourmembershipinc.com/forums/posts.aspx?topic=1343892 https://unity.yourmembershipinc.com/forums/posts.aspx?topic=1343892 Thu, 16 Mar 2017 15:58:33 GMT https://unity.yourmembershipinc.com/forums/posts.aspx?topic=1390689 https://unity.yourmembershipinc.com/forums/posts.aspx?topic=1390689 Tue, 24 Oct 2017 18:58:53 GMT