Invoice Email
This email is sent after one of the following actions occur:
- An admin clicks on an unpaid invoice in the member’s timeline and clicks the Email button at the bottom of the invoice details to send the invoice.
- The Allow members to request/generate invoice setting is enabled in the Membership Level billing options and a member requests an invoice.
Many of our customers customize the invoice by adding a direct payment link and/or payment instructions to it.
Step by Step Instructions
1. Go to MembershipWorks > Customization > Emails.
2. Under Template on the right, click to select Invoice from the dropdown.
3. Edit the content in the Email subject field and Email message box as needed. Click the Tags icon in the toolbar to view all of the tags that are available for this template and insert as needed.
2. Under Template on the right, click to select Invoice from the dropdown.
3. Edit the content in the Email subject field and Email message box as needed. Click the Tags icon in the toolbar to view all of the tags that are available for this template and insert as needed.
4. Click the Save Template button on the left when complete.
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