Sending invoices or payments

In addition to adding PDF attachments, you can easily send invoices or receipts to your members, participants or buyers.

To access invoices, make sure that the Accounting application is enabled.

Invoice templates are created by default in your account with basic configurations. To modify one of the templates, click on the Accounting Settings tab*. Then click on the "Billing" tile to access the Templates and Configuration.

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It is in the "Settings" tab of this page that you can determine the format of your invoice numbers.

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Sending the invoice

Although it is possible to attach a pdf to any communication, the sending of the invoice must be associated with a precise communication, in order to contain the right information.

BILL TO PAY

The invoice to be paid is sent when the payment method selected is "Cheque" or "Bank Transfer".
 

Application Type of message
Members Membership awating payment
Events Registration awaiting payment
Customized forms Awaiting payment

 

PAID BILL

The paid invoice is sent after the payment in the confirmation message. Attention, for the Events Application, if you have activated the multiple participants registration, some messages are sent to all participants, which is not recommended for an invoice.
 

Application Type of message
Members Membership validated
Members Membership renewal
Members Resends the payment confirmation
Events Validated registration to the responsible
Customized forms Completed transaction


ASSOCIATE THE PDF TO A COMMUNICATION

Click on the name of the relevant communication. At the bottom of the communication, in the "Bill in attachment" section, select your document and save your communication.

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*Option available from the Galaxie plan

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