Send a Payment Link for an Invoice
Send a Payment Link for an Invoice.
- You can send an email directly from an Invoice to your members where they can either click on a link to download the invoice or click on a link that will take you to a Payments page to make a payment.
- This is ideal for Cash or EFT-paying members.
- This function is also useful for outstanding invoices.
Step1. Navigate to your Invoices
- Click on Finance-Invoices
Step2. Send and Download Invoices
- In this example look for your "Outstanding Invoices"
- Under the Action column, click on the 3-bar setting and select "Email Invoice"
- Specify the settings for your email.
- Here you need to select an Email Template, click here to create email templates. (Design your own email body to make it more professional).
- Enter the email address to where you want to send this invoice message to.
- Notice that the system automatically creates two Links, one for Downloading the invoice and the other one is a link where the member can make a payment.
The email will look like this:
Step3. Open the Payment Link and make and pay the Invoice.
Step3. Open the Payment Link and make and pay the Invoice.- Click on the "Please pay Online Here...." and a payment page will open up.
- Select the Payment method, in this case only Card payments will be used.
