Invoicing Release – 1/19/2015

We’ll be implementing the Invoicing feature for all of our customers on 1/19/2015. It will be a relatively seamless update. With that said though, it will result in a minor change to the checkout workflow and we want to make sure everyone has an opportunity to learn more about it and ask questions prior to full-rollout.

Sign Up for Optional Invoicing Overview Webinar

Please note that each date/time has limited number of seats available, so please be sure to sign up for the one you’d like to attend so we know whether or not we need to add more sessions.

Tue, Jan 13, 11:00 AM Eastern Standard Time
Tue, Jan 13, 3:00 PM Eastern Standard Time
Thu, Jan 15, 11:00 AM Eastern Standard Time

Sign up here: http://goo.gl/AnUmMn

Help Document Resources

General Info: http://goo.gl/Tob8vM
Creating Invoices (Registrations, Reservations, Memberships): http://goo.gl/F8J908
Creating Invoices (Miscellaneous.Old Receive Payments): http://goo.gl/3MzW7K
Making Payments: http://goo.gl/ebttCa

Immediate Benefits of Invoicing Feature

  • Easily track Balances Due (down to line item level)
  • Quickly see which invoices are Overdue
  • More complete historical picture of financial transactions
  • More flexibility in adjusting Fees after-the-fact
  • Replaces the current Partial Payment workflow with a much more robust and complete solution 😉

Upcoming Plans – What it sets us up for in 2015

  • Creation of flexible Payment Plans
  • Payment of outstanding invoices via RecDesk Community portal
  • Point-of-Sale Module

 

 

 

0