Invoicing provides a complete solution for organizations to issue, email, and accept payments for invoices. To set up an Invoice, Invoice Setting is the primary step.
Invoice Base-Site URL: This app uses Salesforce Sites to host the form where your patron can pay their invoice. Choose a Site that was set up for C&P apps as part of installation. If no Site is available, contact Click & Pledge Support.
Invoice Numbering
Date Format: Select the date format you wish to use for your invoices.
Starting Number: Enter the number you wish to use for the initial invoice to the patron.
Counter Increment: Set a value to add to the prior Invoice Number each time another invoice is issued.
Invoice Numbering Format: Set the format of the Invoice Number appearing on the invoices and/or receipts. You may combine text, dividers, and merge fields to create a helpful structure. For example, “PLGPYMT – mm / dd / yyyy – 001” as an invoice number for an expected pledge payment.
Click the “Update Invoice Settings” button.