Finance | Glue Up Helpdesk

WHY CUSTOM INVOICE IS NOT LINKED TO THE MEMBERSHIP/EVENT REGISTRATION

Unfortunately at this moment, we are not able to link a custom invoice to membership/registration as custom invoice are independent, however, as a workaround you can see all invoices under Payments & Invoices section of the CRM profile.

HOW TO ADD BANK TRANSFER DETAILS (OR OTHER PAYMENT METHODS) TO THE CUSTOM INVOICE?

Custom invoices now allows different payment methods, aside from Online payment there is an option to pay by Cash, by check and by Bank Transfer. If you wish to receive payment via Bank Transfer, please navigate to Finance –> Create … Read More

HOW TO CHANGE THE INVOICE NUMBER OF THE EXISTING INVOICE

The tech team can change the invoice number on the back-end, kindly let us know the invoice number that you wish to be modified.

HOW TO REVISE AMOUNT FOR UNPAID MEMBERSHIP/EVENT INVOICE

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

HOW TO COMBINE MULTIPLE/SPLIT ONE INVOICE(S)?

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