Before, you can create an electronic invoice, you must first be logged in as a system administrator. (needless to say you must also have electronic payment setup on your web-site)
To create a new invoice, select On-line Invoicing, Create an E-Invoice from the side-panel menu.
A screen similar to the one above will appear. You should select the person you want to invoice. If the person you want to invoice is not in your member directory, you should create their profile in your database first before preparing an invoice.
You can select from two different addresses - a home address or a company / work address. Being able to send to these alternate addresses assumes the existing of the following field names in your master database:
For a home address:
| • | address |
| • | city |
| • | province |
| • | country |
| • | postal |
| • | phone |
For a business address:
| • | bus_address |
| • | bus_city |
| • | bus_province |
| • | bus_country |
| • | bus_postal |
| • | bus_phone |
Please note that the terms "province" and "postal" are the internal names of the field - If you are in the U.S. in the database you will no doubt provide "Label names" for these fields such as "State" and "Zip Code". More information is provided in the System Setup documentation regarding how to configure your membership database fields.
The subject for the electronic invoice will appear in listings and optionally in outgoing e-mail messages related to the invoice.
For each item on your invoice you can specify a quantity (usually 1). If you leave this field blank, the quantity will be assumed to be 1. You can also provide an optional Item ID (useful if the items is a SKU for example and a unit price. Depending on the taxes you've setup for your system columns will appear so that you can specify whether the taxes apply to each line item in the invoice.
You can enter additional notes to appear on the invoice as shown.
Once you believe your invoice is correct save it. (You can always go back and edit the invoice later before sending it)
You will see the screen below:
Once you click on the link to return as shown above, you will be automatically taken to the Invoice Listing - the most recent invoices always appear on the top of the list.