Member Billing & Invoicing
How to take a MANUAL payment
Overview You may visit Stripe's hosted payment page to initiate a payment over the phone. Here is How Click Invoices Click the gear icon of the invoice Click Visit Hosted Payment Page Enter the payment information on this payment page
How to mark an invoice as paid (if they don't pay online)
Overview You may collect a payment outside of the software. An example is the member mails you a check. You'll want to mark the invoice as paid to trigger all the automatic actions. The software will mark the invoice's status as Settled. How to Mark ...
How to void an invoice
Overview Voiding an invoice will close the invoice without collecting a payment or triggering any on-payment actions. Here is How Click Invoices Click the gear icon of the invoice Click Void Invoice
How to send a REMINDER email
Overview If a member does not pay an invoice. You can resend the invoice as many times as you need. Here is How Click INVOICES Click DISPLAY Click the gear icon next to the invoice Click Send Reminder
How to download the invoice as a PDF
Overview You may need to download and print a copy of the invoice. You can also download and send it to a 3rd party or alternate email. Here is How Click INVOICES Click DISPLAY Click the gear icon for the invoice Click Download as PDF
How to void all unpaid invoices
Overview You can void all unpaid invoices from an invoice request. For example, you may need have a group invoice where the outstanding invoices have no intention of returning to your facility. Here is How Click Requests Highlight the invoice request ...
How to cancel a recurring invoice or stop a scheduled invoice
Overview You can cancel a recurring invoice or stop a scheduled invoice that has not been created yet. Here is How Click REQUESTS Click the invoice you wish to cancel Click the red stop icon
How to view invoices
Overview You may view and take additional actions on all invoices sent to members of your community. View the status Take actions View tallied money Here is How Click Billing in the menu (only available to Account Administrators) Click Invoices Click ...
How to set automatic actions when invoice is paid (expiration date and more)
Overview When a member pays an invoice, these settings will automate administrative tasks. Actions include: Send an email Set a new expiration date Unsuspend membership Increment guest passes (virtual guest passes) Increment expiration date (add # of ...
How to create a recurring invoice
Overview Organizations may send their members recurring invoices. Where to find the Recurrence field Select the interval in the Recurrence field. To send the invoice only once, leave as Never.
How to use membership TYPES to invoice
Overview Organizations may charge different membership fees for different membership types. The field called TYPE is intended to label different membership types within your organization. Utilize this feature to send different invoices to different ...
How to CREATE an invoice
Overview Account administrators can create invoices. Click Billing from the menu (only available to Account Administrators) Click Requests Click the yellow + icon Demonstration Video with several examples New feature since the video: You can add more ...
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 ...