Yes. Invoices can be generated automatically from Membership and Event Transactions or from Membership Batch Renewals. Keep in mind that invoices are generated automatically, but they are not sent automatically unless you set up an auto reminder for the invoices.
For membership and event transactions, the invoicing option is located on the applicable membership or event page on the Membership or Event Settings Tab.
On the Membership Settings tab, under the Financial Information Section, switch Allow Purchaser to Pay Later to "YES." You can then customize the Pay Later Label Text.
Below that switch Automatically Create Invoice if Pay Later to "YES." If desired, mark Allow Partial Payments to "YES." You will select the Invoice Payment Page and the Invoice Due Date number of days from the transaction.
You can also turn on Send Invoice via Email to automatically send the invoice via an email, it will be separate from the membership transactions confirmation. Select the Mail Merge Template cover letter. You can also choose to Save to Document, adding a name under Document Name and choosing the Document Category.
Make your other applicable choices and click Save & Next to proceed. Once all the sections and tab are complete and the page is active, an invoice will be generated along with each Pay Later transaction.
Invoices can also be automatically generated for Batch Renewals. Batch Renewals allow you to renew groups of members at once, create an invoice, then send the invoice to complete the renewal. The memberships will be shown as pending until payment is made.
To complete a batch renewal, first filter the Membership Summary grid by the membership level you wish to renew. You can also add a filter for the Current Membership Expiration Date as well. You can only batch renew one level at a time. Once you have your grid filtered, go to the Actions menu and select Batch Renewal.
A new window will pop up to choose the membership name and level that the memberships will renew into.
- Choose the Renewal/Run Date, which is the date this batch renewal will run. You must choose a date of tomorrow of later.
- If your memberships do not have a hard expiration date, you will also enter the new Expiration Date.
- You do not need to identify the payment type if you switch Pay Later to "YES."
- New fields will appear and you can switch Automatically Generate Invoice to "YES,"
- Then choose the Online Payment Page, Number of Days the Invoice Due (from the Renewal/Run Date), and decide whether or not to Allow Partial Payment.
- Click on Update to schedule the renewal run. The renewals will run beginning at 3 AM Eastern Time on the date selected and will be complete late in the afternoon that day.
- You will be able to find all the newly generated invoices on the Invoices grid.
