What is it?
Invoicing is the way payments are processed in MemberClicks. An invoice will be automatically generated upon a user completion of a form that deals with payments. Invoicing also allows Administrators to create invoices as needed via the Ad Hoc feature.
How to Access
Navigate to Financial > Invoices
The Invoice List contains all invoices created in your database. You can easily resend or void invoices, as well as generate PDFs. Use the filter option and sorting columns to narrow down the list.
In the Payment Management area, the following options exist:
Email: This option allows you to resend an invoice to one or more users. To start, tag the invoice(s) you would like to resend > click Email > enter a Default Email Address. With ONE invoice tagged, you will also have the ability to resend the invoice to additional email addresses, other than the one listed in the profile. This is best used if someone wants to receive an additional copy of their invoice, and needs their accounting or billing department to receive one as well.
Create PDF: This option allows you to create a single or multi-page PDF to print paper versions of your invoices. To start, tag the invoice(s) you would like to create a PDF for > Create PDF > Print Invoices
Filter Invoices: View invoices that are Open (unpaid) Pending, Paid, Partial, or Voided using the Filter options in the menu bar near the top of the page. When a filter is selected, it will appear dark gray. Click Reset Search & Filter to reset the search. To filter for Ad Hoc, Credit Memo, or Form type invoices, click Filter By Invoice Type > tag the appropriate Invoice Type > Apply Filters to search.
- Search Invoices: You can search an invoice by a name or Invoice Number using the box in the top righthand corner.
Invoice comments: Admins can add comments to an invoice by viewing an invoice, then typing comments into the Invoice Comments area and clicking Save. NOTE: Invoice Comments will add a timestamp including information which user logged the note, and when. Multiple comments may be added to one invoice. These comments are only viewable to administrators.
Void: If an invoice was generated in error, or otherwise needs to be voided, tag the invoice you would like to void and click Void in the top lefthand corner. Once an invoice has been voided, it will be marked "Void" in grey at the top of the invoice. NOTE: Once an invoice has been voided you will no longer be able to use it to make a payment. Voiding an invoice cannot be reversed.
You have the option to configure multiple invoice templates for both Ad Hoc and Invoice Me options. You might create separate templates for sponsorships, charitable donations, or membership dues, for example.
To start, navigate to Financial > Invoices > Invoice Templates
1. To start, choose to Create an Invoice Template.
2. Complete the following:
Name: Give the invoice template a name. This name will help you identify the appropriate template later on.
Net Due: Set the Net Due period for the invoice template. The amount of time a user has to pay the invoice. After the net due period, the invoice will be considered overdue.
Footer Information: Use the Footer Information section to add payment terms or other contact information.
Set As Default Template: If applicable, set the template you're creating as the Default.
New Invoice Email: This notification will be sent automatically when an invoice is created. Use the Edit the Email button to configure the message.
Reminder Email: Optionally, configure the reminder email. The reminder email will be automatically sent before the invoice is due, at the time you determine.
Past Due Email: Optionally, configure the past due email. The past due email will be automatically sent after the invoice net due date has passed, at the time you determine
Payment Notification Email: These notifications will be sent automatically when payment is made on an invoice.
Within each of these emails, you can customize the Reply to Email, the Subject of the message, and the Message Body by clicking Configure Email.
Note: For invoice templates set in Member Type management, MemberClicks will only send the Member Type notifications, not the email notifications associated with the template.
The Invoice Settings page allows you to set up a template for your invoices that will include the organization's information.
To start, Navigate to Financial > Invoices > Invoice Settings
1. Configure the following:
Organization Logo: Upload your association logo from your computer. This logo will appear in the body the of all invoices generated. NOTE: Maximum image size is 200px x 200px.
Organization Information: Add your organization's address information here. This information will also appear on all invoices.
Next Invoice Number: If you would like to change the number given to the next invoice, change the Current Invoice Number. NOTE: The next number can only be larger than what is displayed now.
The Revenue Accounts tool enables tracking, management and export of revenue account data for use in accounting systems. Data can be exported as an IIF Quickbooks file or as a CSV for import into other accounting packages. Configure Revenue Accounts to track your separate revenue streams in MemberClicks. Examples of revenue streams include event revenue, membership dues, donations, merchandise sales, etc.
To start, Navigate to Financial > Invoices > Revenue Accounts
Creating a new Revenue Account
1. To create a new Revenue Account, click Add New Revenue Account.
2. Configure the following:
Name: The name of the revenue account (ex. Membership Fees)
Description: Optionally, add a description to the revenue account (ex. 2015 Membership Revenue
If applicable, check the Dues Revenue box
Tying a Revenue Account to a Member Type
Revenue Accounts are linked to Member Types directly. When creating a Member Type, choose the revenue account associated with renewal payments under the Renewal Payments Settings section.
Creating 'Ad Hoc' Invoices
Pull up the profile(s) you want to import. This screenshot is from the Profile List on the Home Page.
Choose the profiles you want to invoice by tagging the check boxes next to each profile, then click the ‘Actions’ drop down box> General: “Create Ad Hoc Invoice"
From the Ad Hoc Invoicing Page:
Select a payment processor to associate the invoice(s) with
Select an invoicing template to associate the invoice(s) with
Select an Invoice Type
Set the Invoice Amount, which will appear as the amount due on each invoice
Add a Description, which will appear on the Invoice next to the invoice amount (ex. Annual Meeting Registration Fee)
Select a revenue account to associate the invoice(s) with
You can “Add New Line Item” to add a second row for amount, description, and revenue account.
Applying Payment to an Invoice
Click ‘View’ next to the invoice > Pay Invoice
Pay by Credit Card
Complete the payment information
Submit Credit Card Payment of $
Apply a Refund or Credit
Type in the amount you are refunding/crediting
If issuing a refund, a new invoice will be generated listing the amount that the organization needs to refund. The invoice should act as a 'to-do' for the organization to write the member a check, etc. When the refund has been issued, return to the refund invoice and choose to Settle.