Invoicing

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    Jay Fitzmaurice

    Hello Debbie! I would definitely recommend leaving us some feedback about enhancing the Reference/Check Number field to allow alphanumeric instead of only numeric. In the meantime, my suggestion would be to include the bank's reference number in the invoice's notes area. I hope that helps!

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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 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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    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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    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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    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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    Jay Fitzmaurice

    Hey Ryan! For various situations, the best thing to do with exploring your options is to reach out to our Help Team at help@memberclicks.com or 404-879-2800. We'll be able to point you in the best direction for your situation/s then!

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    CAPIO

    I have an invoice that is paid.  It keeps generating into my past dues.  How do I clean hat up?

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    Jay Fitzmaurice

    Hello! You'll want to reach out to our Help Team at help@memberclicks.com or 404-879-2800 with details about what's happening (what invoice #, etc) so they can help you sort that out.

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    Marijah Sroczynski

    If a user selects Invoice Me how can they then access the online payment via credit card?

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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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    Kendra Tyner

    Hello, When you have an invoice that has been paid, but needs to be completely voided out of the system, like deleted, due to it being the incorrect persons information on the form, due to a customer inputting the incorrect information.... Would I need to go through the steps above to void the paid invoice? Or is there something else I would need to do?

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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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