HOW TO Create and Send an Invoice in MembershipWorks

This video explains

  1. How to make sure your Invoice Template is set up with the Direct Payment Link prior to sending an Invoice.
  2. How to create an invoice for Membership, Cart Items, Donations, etc.
  3. How to view/print or email the Invoice.
  4. What it looks like when a Member receives the Invoice via email with the payment link.

Reminder – if the Member mails a check for the Invoice, be sure to login to MW, go to their account and apply the payment to the Invoice.