Yapla lets you send bills or receipts to your members, participants or donors. First of all, make sure that the Accounting feature is activated, as it is directly linked to the management of your bills. Let's find out how to send a bill or receipt.
Edit a bill template
Billing templates are created by default in your account with basic settings.
To edit one of the templates, click on the Settings option in the Accounting feature.
Then click on the Bills tab to access the templates and their settings. This option is available with the Galaxy Plan.
This tab also lets you determine the number format of your bills.
Sending out the bill
Although you can attach a PDF to any communication, sending the billling must be associated with a specific communication, in order to contain the right information.
Bills for payment
When someone registers for your event and chooses to pay by check or bank transfer, a communication is sent to them, containing their bill to pay.
Here is the list of communications (associated with the feature on which they depend) to which it is possible to add a bill to be paid:
|Membership waiting to be paid
|Reminder - Membership awaiting payment
|Confirmation of registration pending payment to the responsible
|Registration confirmation waiting for payment
|Waiting for payment
|Waiting for payment
When a bill is paid, a payment confirmation is sent to the participant.
Here is the list of communications (associated with the feature on which they depend) to which it is possible to add a bill payment confirmation:
|Resends the payment confirmation
|Validated registration confirmation to the responsible
|Confirmation of payment
Associer un PDF à une communication
Go to your list of communications, and click on the name of the communication concerned. At the bottom of the list, in the billing attachment section, select your document and save your communication.
Going further: check that your communication is correctly set up before sending it.
To save you time and trouble, we've put together a checklist of things to check before sending your communications. Here are the essential points to review to save you time and trouble: Checklist for communications settings.