Knowledge Base

Donor Management with Salesforce: Invoicing

Version: 9.190720xxxx

The invoicing feature is available using the Payment as a Service application version 8.0 on Salesforce, also known as Donor Management. Invoicing provides a complete solution for organizations to issue, email, and accepts payments for invoices. Invoices may be setup with various invoice policies with due dates, late fees, and discount schedules. Payment schedules, templates, and email formats are defined as payment policies and may be used by any number of invoices. Invoices use "Policies" as how they behave and respond to payments.

Invoice screen resembles VT page. Here is the detailed description of the options:

1.Click on C&P Invoice.

2.Click on Invoices.

3.Click on New to enter the invoice details.

4.Click & Pledge Account Information: Select the C&P Account Number. If you have one account then automatically it will be selected. If you have more than one account then select the desired account from the drop-down menu.

5.Payment Description: Enter the payment details of the item. Click on Add Item to enter the payment for more than one item.

6.Billing Information: Only existing patron details can be loaded in the billing information.  Enter the name of the patron in the Existing Patron column, and load the details.

NOTE: If the Account Number (C&P Settings > C&P Account > Match Mode > C&P Account Number Match) is enabled, then the system will search the patron details of the existing patron only in the Account Number selected in the C&P Account Number (See Step: 4). If the Account Number (C&P Settings > C&P Account > Match Mode > C&P Account Number Match) is disabled, then the Existing Patron will search the patron details in all the Account Numbers which are integrated to that Salesforce instance.

7.Add Shipping Information: Enable the button to add shipping information.

8.Use same address as Billing: If the check-box is enabled then the same billing address will be considered.

9.Hide shipping information on Invoice: By enabling the check-box, the shipping address will not be shown in the Invoice mail.

10.Allow for editing: By enabling the check-box, the shipping address can be edited.

11.Tracker: Trackers are an easy way to track payments originating from a specific page or URL. Through trackers any text appended to the end of the payment page’s link (also available in the API) may be tracked.

12.Transaction Campaign: By giving the transaction campaign name, the contact will become the member of the campaign.

13.Send Receipt: By enabling the checkbox, receipt header, and terms & conditions will appear in the Invoice email.

14.Receipt Header: The receipt header mentioned here will appear in the Invoice. Invoice will be generated only after processing the transaction.

15.Terms & Conditions: The terms & conditions mentioned here will appear in the Invoice.

16.Invoice Date: It will be the start date of the Invoice which cannot be changed.

17.Select Policy: Select the desired policy from the drop-down menu. By selecting the policy, net days and due date will be automatically generated.

18. Process Invoice: Click on Process Invoice button to process. On successful transaction, an email will be sent to the email address provided.

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