Doing "Invoice Me Later" Event Sales? Membee Can Automate Invoicing
Even if you aren’t connected to a payment gateway your members can still register for your Events online and can receive their invoices for the events via email. Or perhaps you have events where you choose to let the registrant request an invoice rather than paying immediately by credit card. Membee can handle that as …
Even if you aren’t connected to a payment gateway your members can still register for your Events online and can receive their invoices for the events via email. Or perhaps you have events where you choose to let the registrant request an invoice rather than paying immediately by credit card. Membee can handle that as well.
When a member registers for an event and chooses "Invoice Me Later" as their payment type the invoice is created and sent as the registration is accepted (automatically or by you). Membee:
- Posts an invoice
- Sends an E-bill
- Writes a note to the member's file with invoicing details
Post and Push Invoices Out Automatically For “Invoice Me Later” Sales
With new enhancements to Membee, as the registrations are accepted, invoices are created and E-bills are sent out. You can use automation settings to make it even simpler – have the system accept the registrations and send out invoices without a staffer having to accept them.
Membee Writes a Note to The Member's Record When an E-bill is Sent
The automation settings give you the ability to push invoices out as event registrations are received and added to your database.
A note to the file will show that an E-bill has been sent. (Based on your Automation Settings).
You can use financial reports or the Notes and ToDos Report to print a list of the invoices automatically created by the system.
What if you don’t choose to automate the process and / or the registrant isn’t set to receive E-bills? The invoice just posts, or posts and prints, if you wish as the registration is accepted.
Watch for announcements here in the blog and for an alert bar in the software when these enhancements are released.
Can’t wait for this to happen, looking forward to the release!