How to Access Invoices & Receipts

To access invoices and receipts, visit your Member Compass™.

PAY BALANCE

The Pay Balance tab shows transactions that have been billed to the user. Primary Contacts, Billing Contacts, and those with management access will also be able to see open balances for their company, all sub-companies, and related staff. If you don't have management access, you can contact TAAHP staff to request "management access."

The user has the option to select the Full Balance, Overdue Balance, or choose from Specific Invoices. For payment, the user can use a previously saved Credit/Debit Card or add a new card.

If the user has not previously signed up for Auto-Pay for membership renewals, that option will be given in the Payment box. If they need to opt-out, they can so do in the Payment Methods tab.

ACCOUNT HISTORY

By default, everyone will have an Account History tab that will show transactions that have been billed to them. Here, users can view transactions, pay invoices, or print transactions in bulk.

Primary Contacts, Billing Contacts, and those with management access will also be able to see transactions billed to their company, all sub-companies, and other related contacts of the company.

Transactions are sorted by default in order of open invoices that are due. The "sort by" tool allows users to sort their transactions by balance, who was billed, transaction date, due date, status, and total. Note that the transaction status appears in the righthand corner of the transaction space.