Receipt

Membri 365 allows you to use receipts after payment for a transaction.

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• Understanding the automatic payment process
• Activate receipts

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Understanding the receipt process

When an invoice is paid, the system sends an email to the member's billing contact. This email contains the receipt as an attachment. It is possible to use a single email template for all your receipts or to customize them according to the situation.

Sending invoices

In a very general way, the send of your invoices can be configured in 2 different ways:

1. Send the invoice at the time of invoicing the customer;
   • Default system configuration.
2. Send the invoice at the time of synchronization to include the synchronization reference number of the accounting systems;
   • Change the Send all invoice email before sync field to No.

When receipts are activated, the system checks before sending the invoice if it is paid. If the invoice is paid, the system will only send the receipt to the customer. This saves your customers from receiving multiple emails unnecessarily.

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Activate receipts

1. Check email templates

• Access the configuration area;
• Select the entity Email Templates using the main menu on the left;
• Check that you have an email template named Receipt;
• Edit your email template using the built-in editor of Membri 365. This email template should be the default one used to all receipts in your environment.

You don't have this email template?

Contact us at support@vendere.ca

2. Assign email templates

• Access the configuration area;
• Select the entity Chapters using the main menu on the left;
• Using the quick search, change the Default receipt email template field to the email template named Receipt that you customized in the previous step.

info

You can customize the templates used for memberships, renewals, registrations and donations. To do this, duplicate the email template named Received and make the necessary changes. Consult our documentation on email templates as needed.

• Access the configuration area;
• Select entity Chapters;
• Complete the field(s) respectively:
  • Member registration receipt email template;
  • Renewal receipt email template;
  • Event registration receipt email template;
  • Donation receipt template;
    • Located in a different section from others.

3. Enable receipt usage

• Access the configuration area;
• Select the entity Settings using the main menu on the left;
• Select UNIQUE ENTITY - DO NOT DELETE;
• Find the Email settings section;
• Change the Activate receipts field to Yes.

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Still unsure?

Contact us - support@vendere.ca