Table Of Contents

Invoice Your Joined Members

  1. How Do I Invoice My Joined Members?
  2. Glossary - Invoice Your Joined Members

How Do I Invoice My Joined Members?

 

Create a QuickPay request

  1. Hover over Invoices on the left navigation bar, and click Add a QuickPay Charge
  2. Name your charge (Example: "Membership Dues 2015")

 

Invoices1.png

 

  1. Choose a Charge Type:
  • Fixed: one exact amount (Example: $10)
  • Open: payer can choose how much they want to pay (Example: donations)
  • Multi-choice: payer can choose one of multiple options (Example: kids membership, parent membership, family membership)
  1. Select a Billing Date and a Close Date
  2. Select members for your charge: check members from your list, choose a distribution list, add new members, or apply charges to all members
  3. Click Next
  4. Send an email announcement

You can skip this step by un-checking the box at the top.

  • Your email will include a direct button for each member to pay their charge
  • Customize the subject line and body text by hovering the mouse and clicking Edit

 

Invoices2.png

  1. Click Save and Finish below

 

Manage your invoices:

 

When creating a QuickPay request, you have many options to customize your request for you members. Here are the options you have, including QuickPay advanced options:

  1. Click Invoices on the left navigation bar
  2. Select Manage Quickpay Charges
  3. Click directly on the charge name under Description
  4. Here you'll be able to manage all aspects of your QuickPay, including additional features were not displayed in the building process
  • Schedule an email about this charge
  • Select a bank account for funds to be deposited to
  • Customize your payment alerts (get notified when a member pays)
  • Add a thank-you message (members will automatically receive this email upon submission of payment)
  • Edit more charge settings
    • Enable members to make partial payments
    • Show/hide the decline button - payer may decline the charge
    • Auto-assign the charge - charge is NOT automatically assigned to new members unless enabled
  • Manage recurring payment options
  • Create a Pay Now button for email campaigns

 

The right side column also includes some notable additional options including:

  • View reports - view your payments received for this particular QuickPay charge
  • View email history - view when you last sent an email charge request
  • Add more recipients - assign additional members manually to receive this charge
  • Send a reminder email - this option lets you send to all members who have not yet paid (including those who have already been notified), or to just members who have not yet been notified of their charge
  • Record an offline payment (cash/check)
  • Close charge - members will no longer be able to view or pay for this charge once closed

 

Glossary - Invoice Your Joined Members

QuickPay: invoicing to collect and manage payments from members.