On this page
- Overview
- Automatic member type notifications
- Invoice template notifications
- Which template should I choose?
Overview
When renewal invoices are generated, an invoice or renewal notification is sent out to the member. This article details which notification will be sent, depending on how the invoice was generated.
Automatic member type notifications
In your admin dashboard, navigate to Database > Member Types. Hover over a member type, then click Edit Notifications. On the following page you can set up notifications that will send out based on a user's expiration date.
In the Before Membership Expiration column, these notifications send out a set number of days or months before a member’s expiration date. Using the above example, if a user is two months from expiring, they will be sent the first notification in the list.
For more information, visit our help article on customizing renewal notifications.
Invoice template notifications
You can create a renewal invoice manually for a user by navigating to their profile. Click the Actions tab at the top of their profile, then click the Renew option in the dropdown menu.
When you manually create a renewal invoice, it will send the user a notification that is linked to the invoice template. To locate the invoice template, navigate to Financial > Invoices.
On the next screen, click Invoice Templates.
Under Template Notifications, click EDIT NEW INVOICE EMAIL to edit the notification email that’s sent out when you create a manual invoice.
Which invoice template should I choose?
If you're not certain which template you should edit for a manually generated invoice, you can determine this by going to Database > Member Types. Select the member type you want to edit. Under Renewal Payment settings, the Invoice Template dropdown shows which template is linked to the member type.