If the invoice is not “Paid”, you can edit the amount by navigating to Finance → Invoices locate the open invoice, click the 3 dots on the right side and select Edit. Under “Items” you should be able to edit … Read More
HOW TO REVISE A SPECIFIC MEMBERSHIP/REGISTRATION FEE EVEN IF THERE’S NO INVOICE
You may revise the membership/registration fee by navigating to the Application under Workflow Manager, clicking the 3 dots icon on the specific membership, and select View Application Status and make sure to go to Finance Details. You should be able … Read More
WHICH EMAIL NOTIFICATIONS THE MEMBERSHIP INVOICE IS ATTACHED TO?
The workflow settings that you have set up during the membership type creation would determine on which email notification the invoice will be attach. If there is no approval required, members will be able to receive an email notification (Subject: … Read More
I WANT TO SEND AN INVOICE (REGISTRATION/MEMBERSHIP) BUT IT’S NOT ATTACHED TO THE PAYMENT NOTIFICATION
For instance that the invoice is not automatically attached on the notification, you would need to revisit the settings for the Invoices and Billing. Click the gear icon and go to Invoices and Billing, ensure that “Generate invoices for orders … Read More
HOW TO RESEND INVOICES TO ALL WHO HAVEN’T PAID YET
If you wish to resend invoices in bulk you may do it by going to Invoices tab under Finance section, tick the box besides the Invoice Number to select all 20 invoices per page then click Resend Invoice as an … Read More
WHY THE ISSUE DATE FOR THE MEMBERSHIP INVOICE IS NOT THE DATE OF THE MEMBERSHIP EXPIRATION (AKA WHAT IS THE ISSUE DATE OF THE INVOICE?)
The configured date parameters for the renewal workflow will determine the issue date that will reflect on the membership renewal invoice. For example, the membership started at 28-08-2020 with 1 year duration and you have set 30 days before a … Read More
It is not possible to split invoices as of the moment but as an alternative, you may add another item on the invoice. In order to do that you will need to click Edit, add another item plus amount under … Read More
IS IT POSSIBLE TO DO A PARTIAL PAYMENT ON THE INVOICE?
We do not have a feature that can enable partial payment for invoices. As a workaround, you can break the invoice items down by revising the current amount and add an additional item, but the payment is recorded/added one time … Read More
Can I edit or format the design of platform invoices and receipts?
No. You can only add, edit, or delete items from an invoice if it has not been paid, while receipts cannot be edited. If you would like to provide comments regarding the structure of the platform invoices, please get in … Read More