How Billing & Invoicing Works (faciliity invoicing members)
Overview
Account administrator can send invoices to existing members using the billing platform.
There are four stages to the invoice process:
- Create an invoice
- Member pays invoice
- Administrators can review invoices
- Other invoice tools
See this article for more instructions on creating an invoice:
click here- The administrator can create an invoice
- There are 6 options for building an invoice
- Select who
- All memberships
- Specific membership types
- Single membership
- Other (non-members)
- Select flagged members
- Suspended
- Expired
- Overdue
- No flags
- Add one or more line items
- Normal items
- Per member (used to charge per person)
- % of Overdue Balance (used for late fees)
- Schedule invoice
- Send date
- Due date
- Recurring
- Never (only send once)
- Weekly, Monthly, Annually, etc.
- Comments - On invoice, Internal
- Set actions when paid
- Set new expiration date
- Unsuspend membership
- Assign guest passes
- Send notification to administration
- The member will pay the invoice online
- With Credit Card
- With Bank Transfer (ACH Payment)
- Cash App Pay
- The administrator can view invoices, both paid and open
- Send reminders
- The administrator can use built in tools
- Download invoice
- Void invoice
- Payment link
- Take payment via phone
- Settle payment outside the AGS platform (check or cash)