Invoicing

Collect payment for an Invoice

1min

When an invoice is sent, recipients will have a link to pay online. However, there may be times when you need to collect payment via your admin panel. Maybe they want to pay over the phone, mailed in a check, or maybe they just prefer to pay in person. Regardless, it is super simple to collect payment on an invoice.



To collect payment on an invoice,

1

From the top navigation bar, click More --> Invoicing.

2

On the main Invoicing page, find the invoice for which you'd like to collect payment and click View Details.

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You can sort invoices by status from the top bar or use the search bar to search by name, email, or invoice number.

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3

At the top of the page, click Collect Payment.

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4

Use the drop-down menu to select the payment method (credit/cash). If you have any custom payment methods set up, they will also appear.

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5

Click Pay.



The invoice will now appear as paid and the patron will receive an email letting them know that it has been paid with a zero dollar balance. In addition, they will receive an order confirmation for any tickets/registrations that were attached to the invoice.