...
4.2 - Review Email Template to Send with Invoices
Setup> Email Templates> edit/copy desired email template.
Creating a new email template for each year’s association dues billing makes it easy for you and your staff to collaborate on your billing preparations. Using a new email template can help trigger discussions around dues deductibility statements or other policies that you want your members to see both in their dues email and on their invoice document. See Working with Email Templates if you wish to review and update your email templates.
...
The Online Payment Receipt email template is sent when the system successfully charges a saved credit card or if a member pays an invoice with a credit card.
The Recurring Charge Failed email template is sent if a member has saved a credit card , but eCommerce has an issue charging it.
Note: Whether you've created a new email template or just want to double-check which email template will be sent out, be sure you to set the correct email template in the Automated Messages area of setup. Click here for more information on automated messages.
...
Billing > Upcoming Billing tab
Click on the Customize Results button to filter to the memberships you want to generate invoices for.
...
The system will only generate invoices for the scheduled billing items displayed from your filtering.
If using the “Change Pricing on…” feature (from Section 2.3 of this guide), please know , on the Upcoming Billing Tab, you will still see the old pricing listed in the amount column. There will be an An icon next to the amount indicating will indicate that the price will change. The effective date pricing will be used when you run the billing.
...
Billing > Upcoming Billing tab
Click on the Actions button and choose Run Upcoming Billing. There are a few fields on this screen you’ll want to set:
...
Billing > Sales/Invoices tab
...
To deliver the newly generated invoices, go to the Sales/Invoices tab, and customize your filters to the following:
Set the Invoice Date to 10/1/2022 (or the date your association desires).
Set the Fee Item to be your NAR Dues (or the name your association uses for national dues fees). This will include all invoices that are charging members for national dues and, more broadly, all association dues invoices.
...
Billing > Sales/Invoices tab
...
After filtering the invoices, prepare to send them by clicking on Actions , and selecting Email Invoices/Statements.
Set the Template field to the email template you previously created.
Set the From email address where you would like to receive billing questions or notices about bounced emails from this round of invoices.
Check Select All to send all membership dues invoices (if shown). Critical if handling more than 500 invoices. This ensures that all of your members receive their invoice at the same timeinvoices simultaneously.
Review the message to make sure everything looks correct.
Click Send to email your invoices.
...