Invoicing

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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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  • I wanted to document a member's record with an ACH offline payment. The bank's reference number is alphanumeric and it appears the check number field is coded as a numeric field. My only option was to leave the field blank--and that was the good news and bad news all in one as I don't consider leaving the check number field a best practice. Any suggestions?  

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    Christine Bruggers

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

     

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    Jill Gaddis

    I need to charge two of our members a different fee than what is on the form. I can't register on their behalf and adjust the invoice amount because there's a limit on the number of entrants. They have to register for themselves.

    All entries will be "pay later." What's the best practice to accept the proper amount due and to ignore the balance?

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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

    Hello Marijah! When the invoice is emailed to them, they can utilize that link to pay the invoice by Credit Card (provided you have your Processor set-up in the Form in question).

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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 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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  • Regarding the Issuing a Refund section, what if the member paid by credit card? Does the refund automatically get processed back to the credit card used via Moolah? At what is the timing relative to clicking on "settle"? 

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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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    Sara Predmore

    We'd like to use the invoice pdfs as receipts to give to event registrants as they check in at the conference.  They will be folded and stuffed in windowed envelopes.  Is there a way to enlarge or bold the font in the recipient address on the invoice?  We really only need the name and organization so reducing the number of lines to accommodate the larger size isn't an issue.  Thanks!

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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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    Kimberly Scofield

    We do not have the option of refunding on adhoc invoices.  We only have the "Download Invoice" button at the bottom of our invoices.  Can I add the refund option?

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    Ryan Martz

    What is the process for editing a payment after it had been entered? For example, if a staff member applied a check payment to John Smith's invoice but it was the wrong John Smith. Or if they put it as an offline CC payment but it was actually a check. I know there is no way to edit an invoice once it is created but I would hope there is a way to edit payment information.

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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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    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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    Gretchen Muller

    Is there a way to allow ad hoc invoices to be paid by credit card?

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    Jay Fitzmaurice

    Hey Sara! I tested this, and you can technically use HTML in the Recipient Address field, and it works. So for example, <span style="font-size: 16px;">##[Organization]##</span> or <b>##[Organization]##</b>, increased the font size/bolded the line respectively.

    Just so you are aware, I do want to point out that the Recipient Address is not intended for HTML, so there may be unintended results we're not aware of because it was not built for that purpose. If anything happens, please reach out to our Help team - though we may have to remove the coding to resolve an issue if one arises.

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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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    Alyson Scolaro

    Can you void out just the balance of a partially paid 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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    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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    Jay Fitzmaurice

     Hey there Gretchen! When you create an Ad Hoc invoice, it asks you to determine your Payment Processor. Select the one you have set-up to accept credit card payments, and you'll be all set!

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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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    Jay Fitzmaurice

    Hey Kendra! There is not a way for an admin to Void a Paid invoice. For your particular situation, I would recommend reaching out to our Help Team at help@memberclicks.com so they can help you out.

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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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    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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    Jay Fitzmaurice

    Hey Jill! Based on that, I'd probably go the route of using a Discount Code for these two users. If you have any questions though, please drop us a line or give us a ring at help@memberclicks.com or 404-879-2800 - we'll be happy to help steer you in the best direction!

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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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