Create invoice transactions from member fee (Banana 9)

Prerequisites

• Double-entry accounting file with normal accounts for members/customers is required.

Install the extension

To install the extension:

• Open Banana Accounting.
• Menu Extensions > Manage Extensions.
• In the search field enter Create invoice transactions from member fee (Banana 9).
• From the extensions list select Create invoice transactions from member fee (Banana 9).
• Select the extension and click Install.
• Click Close to close the window.

Add the MemberFee column

• Open the Accounts table (Address view).
• Activate the MemberFee column (the column already exists, it just needs to be activated).
• For each member/customer use the MemberFee column to enter the invoice amount.

Create invoice transactions

To creare the invoice transactions:

1. Open an accounting file.
2. From the menu Account1 select Import to accounting.
3. As import option select Transactions.
4. From the list select the Create invoice transactions from member fee extension.
5. In the File name field, click Browse and select the current open accounting file.
6. Click OK.
7. Enter the invoice start number.
8. Enter the revenue account.
9. Enter the transaction description.
10. The Import transactions opens, confirm with OK.

The program creates the invoice transactions for all the member/customer that has an amount in the MemberFee column of the table Accounts.