Reissue an Invoice via Email in One Click
A very popular Membee feature is the “eBilling” functionality. In a nutshell, eBilling makes it easy to: designate which members have decided to opt into eBilling for membership invoices, event invoices, or both deliver both membership and event invoices to the purchaser via email in the batch membership and event billing processes customize the template …
A very popular Membee feature is the “eBilling” functionality. In a nutshell, eBilling makes it easy to:
- designate which members have decided to opt into eBilling for membership invoices, event invoices, or both
- deliver both membership and event invoices to the purchaser via email in the batch membership and event billing processes
- customize the template for the email used to deliver the link to your purchasers
- customize the look of the eBilling invoice – add your logo, as an example
- allow purchasers to pay an invoice online using a credit card (if you have a payment gateway setup), otherwise it can be printed
That is a powerful feature that speeds the payment of invoices, and saves a tree or two in process! In talking to users about the feature, we did find one area where we could make it even more effective. Let’s say you have used eBilling a few weeks ago to distribute invoices for an event and you happen to have member on the phone who needs another copy of the event invoice.
To send another copy of the invoice via email, just click on the “Email Invoice” icon for any invoice in the member’s Current Invoices list. Here’s what it looks like.
Membee lets you know that the email is on its way to the member. From there, the member can click on the invoice link and pay online or print the invoice. In the case of an event invoice, the email is sent to the billing contact designated in the event sale.
This feature is in keeping with Membee’s philosophy of saving you steps and clicks by getting something done right from where you are in the software.
An obvious question is “Can I resend eBills in a batch to members who have opted in to eBilling and whose invoices are still outstanding?”. Yes, you can. Membee’s “Email Invoices” report makes it easy to resend outstanding membership or event invoices in a batch mode. You can even specify the age of invoices that should receive the reminder email. This reminder email uses a different template from the original eBilling email. You can customize this template to present the reminder message the way you like it.
Many Membee users add upcoming event information such as a link to the event’s description in Membee’s online Events module to the reminder email template before using it . Never pass up a chance to promote upcoming events!