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3.3. Preparing renewals to be invoice

Once you have searched for your renewal timeframe, the applicable records are shown on the grid they should have applicable membership sale pipeline items / line items.

If there are no sale pipeline items associated with the record, these must be created. We will invoice this sales pipeline. Think of a sales pipeline as a line item on an invoice.

Once you have all your sales pipeline items ready, you will want to update their Sale Status to Sale.

This means that you are actively planning to do something with this item, i.e. it's a confirmed sale that you plan to invoice.