Invoicing

Invoice Me

3min

When selling Collections or Classes, you can allow patrons to request an invoice for the total due with the Invoice Me feature.

Invoice Me is an optional feature that can be enabled on a collection or class basis. It is also possible to have certain fees offer the ability to invoice and others not offer that option if desired within the same collection or class.

When Invoice Me is active on a class or collections fee, patrons will be able to select to pay later on the checkout screen which will automatically issue an invoice. If a fee is not eligible for Invoice Me there will be a message stating so.

Partial payment of the invoice generated by Invoice Me can be done via the admin panel in Invoicing and is subject to the same fee as an admin-issued invoice.

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Invoice Me does not affect the ability of an Admin to send an invoice. It only allows for Patrons to request to be invoiced without the need to contact the box office or account administrator.

When the Pay Later option is available the title Pay Later Available messaging will appear to your patron in the fee selection and checkout screens.

When selecting fees the Pay Later Available message will appear next to the fee as shown below:

On the checkout screen patrons will see the option to Pay Now or Pay Later when a fee with the Pay Later option is in the cart.

View of cart when Pay Now is selected
View of cart when Pay Now is selected

Vew of patron cart when Pay Later is selected
Vew of patron cart when Pay Later is selected


Clicking Confirm and send me Invoice will finish the transaction and show the patron that the invoice was sent.



The next change patrons will see will happen if they create an order that mixes items that cannot utilize the Invoice Me option with ones that can or when items would have different payment due dates. In these situations, there will be a message explaining why paying later is not possible on the transaction as well as details.



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Patrons will be able to easily remove conflicting items if they wish to use Pay Later, or simply elect to pay during checkout.