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    Christine Bruggers

    We've always added a donation line to our dues invoices -- and it's generated significant income. Is it possible to include a request for donations on the dues invoice?

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    Kinsey Mahan

    Hi Christine - There are two ways you can allow for dues to be added on to the renewal invoice:

    1) You can add a Number type attribute for donations that is used in the Advanced Pricing section of each Member Type. To set an Advanced Pricing rule, click Edit Settings next to a Member Type and scroll to the very bottom of the page to toggle Advanced Pricing ON. If a member has a donation amount populated from previous years, that amount will pull in to their pre-generated dues invoice so that they can pay for both at once.

    2) You can also/alternatively include verbiage in the renewal notification linking to a dues renewal form, which can be built to include one or more donation options set up as pricing fields. When the member receives the renewal notification and pre-generated invoice, they can sign in to the renewal form, fill it out (including the donation) and submit. Upon submission, their original pre-generated invoice will be Voided and a new one in the updated amount will be created.

    Feel free to give our Help Team a call to walk through this process over the phone if you like!

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    Christine Bruggers

    Thanks millions, Kinsey! Whew -- that's a relief! :-)

     

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    Heather Lester

    Is there a way to offer members a discount if they renew their dues by a certain date? 

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    Kinsey Mahan

    Hi Heather - There is not a way to give members a discount for renewing by a certain date. You could do something other than discounting dues - like provide a discount code for a free registration on a future event form for members who renew early - but the dues amount is not able to be changed based on a date range for members renewing.

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    Mrs. Laura S. McHale

    Kinsey - Jumping in here because we are in a similar situation. For option #1 that you provided above, our two donation fields are not available in the list for Advance Pricing options, even though they are number type attributes and are visible to that particular member group. Please let me know if I should create a help ticket to get this resolved. Thanks!

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    Kinsey Mahan

    Hi Laura - It looks like the issue with your donation attributes is that inside them, you have the toggle turned on that says "This field is For Currency." If you toggle that off and save, you'll be able to add the attributes as Advanced Pricing options inside your Member Types.

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    Mrs. Laura S. McHale

    When I try turning off currency, I get the message "This attribute is used as a price field on a form. Disable the price field setting to edit this attribute."

    Can we not have the same attribute available on the renewal/new member form as well as on an invoice?

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    Kinsey Mahan

    Laura - You should be able to have the same attributes available on forms as you have set up for Advanced Pricing. I'll go ahead and open you a ticket with the Help Team so that they can take a look at the specifics.

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    Billie Scroggs

    Hi Kinsey! So, we just increased our dues amounts this month. My question is that if a member sends in a check for the old dues amount (ex: $250) and we decide to honor it, how would we go about that process through their current open invoice that shows the new dues amount (ex: $275)?

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    Kinsey Mahan

    Billie - There isn't a great way to handle that automatically, as it's a bit of an unusual situation. My suggestion would be to void the original renewal invoice and generate an ad hoc invoice. Keep in mind that when the ad hoc invoice is paid, the member's expiration date will NOT automatically advance (since it isn't a renewal invoice), so you'll want to update the member's expiration date manually.

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    Anna LaFayette

    Kinsey - is there a way to pay multiple invoices at one time?  This would only be on the back end.

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    Kinsey Mahan

    Hi Anna - There is not currently a way to pay multiple invoices at once. You'll need to go into each invoice and separately pay it out, since the payment details are typically unique for each invoice (check number, date received, etc.)

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    Debbie Henley

    Kinsey,

    I too need to add a donation line to our online renew process.  I've tried adding the advanced pricing with the optional donation and I tested it with one individual by assuming their profile.  However, when you renew you can see the optional donation but they can't input anything, it doesn't allow you to type in an amount.  How would I fix this?

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    Kinsey Mahan

    Hi Debbie - Since this is a pretty specific question, I would recommend reaching out to the Help Team with the details on the form(s) and Member Type(s) involved so that they can take a look at the details and assist. You can reach them by email at help@memberclicks.com or 404-870-2800.

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    Carolyn Huntington

    Hi Kinsey- On the filtering, (Open (unpaid) Pending, Paid, Partial, or Voided using the Filter options in the menu bar near the top of the page.) what does the "Pending" filter show/supposed too show? thx...CJ

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    Kinsey Mahan

    Hi Carolyn - Pending status on the Invoice List is for EFT (e-check) Payments because they take longer to process than a normal credit card payment. If you don't accept EFT payments, you shouldn't see any invoices in Pending status.

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    Alyson Scolaro

    Can you void out just the balance of a partially paid invoice?

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    Kinsey Mahan

    Hi Alyson - It isn't possible to void out an invoice once any payment has been applied. 

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    Carolyn Huntington

    Hi Kinsey- We have members who split their dues paying 1/2 in January and the other half in July. Their official expiration date is 12/31. After working with your team on a process to address this, we have opted to apply partial payments to the invoices and then resend in June for the remaining balance.  My question is, if we apply a partial payment in January, will the member fall into Graced and eventually Lapsed status due to the open/partially paid invoice?  thx. CJ

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    Jay Fitzmaurice

    Hey there Carolyn!

    If an Invoice isn't completely Paid, a member will move along to Graced and then Lapsed as appropriate with their Expiration Date and Member Type settings. If you have additional questions, feel free to drop our Help Team a line at help@memberclicks.com!

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