This article will guide you through the steps on how to manually add a future unpaid invoice in order to make a user's agreement active again.
1. Access Agreement Details: On the member's summary screen click the Agreements tab. Locate the agreement you want to add a new invoice for and click the Full Details button.
2. Adding A New Invoice: Once you are on the Invoices and Payments screen, click the Add A New Invoice button. This will open a box with all of the options for your new invoice.
3. Complete 'New Invoice' Screen
Tie to An Agreement: If this new invoice will part of a new agreement, you can tie to the agreement here. This way, if the agreement is ever canceled or frozen the action will be taken against this invoice also.
Select A Sales Package or Fee Type: You will select the package or fee type here. Package type invoices will act as a package intends, meaning, service package invoices may drop session credits and membership package invoices may impact membership expiration.
Enter Invoice Description: This description will show in the invoice list and in your reports.
Enter Invoice Amount: This is the amount that is due and may include tax.
Enter Payment Due Date: this is that date that the invoice is considered due.
Enter An Optional Note: You may post optional notes for staff review purposes when creating your new invoice.
Create New Invoice: When you are ready to add your new invoice click this button
4. Turn ON Evergreen: After the invoice is created, select the edit pencil again for the invoice. Click Adjust The Invoice Details > toggle Evergreen? to Yes > Update. The Evergreen setting is what sets the agreement as active again.
5. Viewing Evergreen Invoice: Evergreen (auto renew) invoices will display a green box around the invoice details.
Congratulations! You have successfully added an unpaid invoice to make an agreement active.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management - Can access client options
- Member Management: Payments Related - Can access client billing information
- Member Management: Payments Related - Can add new member invoices