How to Send a Member a Payment Invoice Link

How to Send a Member a Payment Invoice Link #

1. Select the member and choose the invoice action 0:00

• Open the member record you want to bill.
• In Action Type, select Email Invoice Link.
• This starts the invoice creation process for that specific member.

2. Fill out the invoice details 0:15

• Complete the invoice form with the required information.
• Set the payment due date for when the invoice should be paid.
• Review the details before sending to make sure the invoice is correct.

3. Send the invoice to one member 0:24

• Send the invoice to the selected member.
• The invoice link will be created and delivered to that member.
• After sending, you can monitor the payment status in the payment and invoice page.