Envibe: How to Invoice a Membership

Envibe: How to Invoice a Membership

Question

How do I invoice a membership?

Answer

In the scenario where a customer requires an invoice for a membership, the following workflow can be used.

To invoice a membership:

1. Launch INTERACTIONS
2. Click REGISTER

Group 156, Grouped object

3. Select the contact who is purchasing the membership by using the search functionality or click NEW to create a new contact.
4. Click REGISTER.


Group 386, Grouped object

5. Choose the Membership Category from the AVAILABLE MEMBERSHIPS list, e.g. Full Access. 

Group 386, Grouped object

6. Select the applicable Membership Type
7. The Membership Price and applicable joining fees will appear on this screen. 

Group 391, Grouped object

8. Click NEXT
9. The START DATE for the Upfront membership will default to Today. Adjust if necessary.
10. The END DATE is pre-populated based on the length of the membership, e.g. 3 months, 6 months etc.

Group 394, Grouped object

11. Click NEXT. 
12. Token refers to the Membership Card/RFID unique identification number. These details can be manually entered by clicking SCAN. Alternatively, the scanner can be used

Group 397, Grouped object

13. Click NEXT. 
14. Select INVOICE.


15. Verify invoice details, add notes if applicable. 
16. Click Create Invoice



17. SAVE, EMAIL or PRINT the Invoice.
18. This invoice can then be viewed behind the contact’s Sales Tile.






    • Related Articles

    • Envibe: How to set up an External Invoice Types when enrolments are paid externally

      Question What is the set up for external invoice types used for course enrolments when paid externally? Answer If there is a scenario where a business does not take payment/financials for an enrolment, External Invoice Types need to be configured. ...

    • Envibe: How to raise a monthly pending invoice in Bookings

      Question What is the workflow to raise a pending monthly invoice in Bookings? Answer Certain configuration settings in Envibe can produce an automatic raising of pending invoices. These may be certain scheduled such as the Start of Month or End of ...

    • Envibe: How to raise a an invoice in Bookings

      Question How do I raise a single invoice in Bookings Answer Pre-configured designs are available in the BOOKINGS module to allow users to raise invoices and send these directly to their customers.Invoices in Envibe can be raised for the entire ...

    • Envibe: How to re-issue a bookings invoice after adjustments

      Question How can I re-issue an invoice in Bookings after adjustments to the bookings charges have been made? Answer Once any adjustments to fees and charges have been made, the amended invoice can be raised for the applicable booking. To re-issue an ...

    • Envibe: How to cancel a raised invoice in Bookings

      Question How can I cancel a raised bookings invoice? Answer To cancel a raised invoice: 1. Launch BOOKINGS. 2. Click FUNCTIONS. 3. Use the search bar to find the applicable booking 4. Select the applicable booking and click Open. 5. In the Bookings ...