The Goal: Understand how invoices for fundraising contributions are automatically created and where to find them so you can deliver them to your contributors.
Before You Begin:
- You need billing permissions to view and deliver invoices.
- A contributor must have requested to be invoiced for their contribution.
Step-by-Step Instructions
- Invoices are automatically created when a contributor requests to be invoiced. No manual action is required to generate them.
- These invoices will be placed on the Pending Delivery tab of the Billing module.
- From there, deliver the pending invoices to your contributors. See Deliver Invoices Pending Delivery for instructions.
Common Pitfalls
- Looking for the invoice too early: Invoices only appear after a contributor chooses to be invoiced. If a contributor paid directly, no invoice will be generated for delivery.