Step 2 – Scroll down the membership record to all invoices
Step 3 – Click on the plus (+) icon, this will populate a New Invoice screen
Step 4 – Select due date 30 days ahead from date of invoice
Step 5 – Select Invoice name
Step 6 – Add PO number if required
Step 7 – Save the invoice – This will now enable you to add the required product
Step 8 – On the invoice screen, to add the required product you will click on the plus (+) icon. This will populate a drop down menu where you will need to click on “Existing products”
Step 9 – Existing products, a new drop down menu will appear - click on the magnifying button and a list of fields will populate. You will need to scroll down you can look up more products.
Step 10 – Once the product has been selected, this will populate into the invoice with the product amount. You can increase the quantity if required.
Step 11 - If taking payment by CC you can select Pay with Credit Card option. This will automatically populate the Worldpay payment screen. Once you have followed the payment instructions and payment has been authorized, copy and paste the world pay transaction ID onto the members contact screen on the notepad section. The WorldPay transaction ID: will appear on the record. The customer will get an email from world pay confirming the transaction ID.
Step 12 – If payment not authorized, copy and paste the not authorized payment onto notes.
Step 13 - The invoice will now appear on the record the world pay transaction ID will show on the record.