Email Invoice

How to Send and Review an Email Invoice #

1. Open the email invoice template 0:00

• Go to the email invoice template.
• Click Edit to view or modify the message.
• The default template includes a simple message such as:
  • Dear [first name] [last name]
  • Use the link below to pay your invoice
• This template can be expanded with more club-specific information if needed.

2. Understand how the invoice email is triggered 0:22

• The invoice email is sent from within the class after selecting a user.
• There are two ways it can be triggered:
  • Bulk charge a group of users who have no money on their account.
  • Send an invoice manually/straight away without charging immediately.
• In both cases, the system sends an invoice email to the member.

3. Enter invoice details before sending 0:45

• Fill in the invoice details before sending it out.
• Example fields mentioned in the Loom:
  • Reason: e.g. boots
  • Payment due date
• Once submitted, the invoice is sent to the member.

4. Confirm the member receives the invoice email 1:02

• After sending, check your email account for the message.
• The received email should include a link to pay the outstanding invoice.
• This confirms the invoice was successfully generated and delivered.