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How Do I Create a One-Off Household Invoice from a Member's Profile?

How Do I Create a One-Off Household Wallet Invoice from a Member's Profile?

A Household Wallet invoice bills an individual Household for an amount owed outside of any current dues already set up in the system. Only use a Household Wallet invoice to collect money a Household owes beyond and outside of any current or late payment — otherwise you will create a duplicate request for payment.

Note: If you import a negative balance for a specific Household (see the CSV import article), you do NOT need to create a separate Household Wallet invoice for that amount.

 Steps

  1. Click the Membership tab, then the Members tab, to reach the MEMBERS window.
  2. Locate a member of the Household you want to invoice using the list or search.
  3. In the Actions column, click the three-dots menu and choose View Member.
  4. Scroll to the MEMBER HOUSEHOLDS section. Locate the applicable Household and click +Add Invoice to open the ADD INVOICE window.
  5. On the Invoice Details tab:
    • Enter a distinctive Invoice Name and the Amount to bill.
    • Click the Due Date box to open a calendar and select a due date (must be at least one day after the creation date), then click Set.
    • Select payment terms from the When would you like the invoice to be due? dropdown, or enter Custom Terms days. Payment terms set the maximum time between the e-mailing date and the due date. If the terms exceed that span, the invoice goes out the day after you create it.
    • Optionally add details in Add Invoice Instructions.
    • Use the Should this due be required for Member Access? radio buttons to restrict Members-only website content until the invoice is paid.
    • Click Next.
  6. On the Add Fees tab:
    • Enable Partial Payments lets the household pay in installments (cannot be combined with late fees; does not set a payment schedule).
    • Enable Service Fees makes the resident pay transaction processing fees instead of the community.
    • Enable Interest-Based Fee applies one simple or compound interest-based late fee with a configurable grace period, and can recur.
    • Enable Flat Fee applies one or more flat-amount late fees with a configurable grace period, and can recur.
  7. Click Save when finished.