The Goal: Understand how members use the Make a Payment tab in the Info Hub to view and pay their open invoices.
Before You Begin:
- The member must be logged in to the Info Hub with permission to view billing information.
- Which invoices appear (including any employee/agent invoices) depends on the member’s permissions and your organization’s setup.
Step-by-Step Instructions
- Open the Make a Payment tab in the Info Hub. It displays any/all current open invoices. This may include employee/agent invoices depending on permissions and setup.
- To pay a single invoice, select the Actions option next to the specific invoice you wish to pay. Selecting Actions next to an open invoice lets the member make a credit card payment or download the invoice.
- To pay several invoices at once, use the Make a Payment button. This allows the member to select multiple invoices to pay at once. You can also filter to a membership type and display only membership renewal invoices.
All invoices: - To filter to membership invoices only, select the desired membership type from the dropdown and the display will update accordingly.
- When finished, continue to the next tab, the Autopay & Billing tab.
Common Pitfalls
- Expecting every invoice to appear: The Make a Payment tab only shows current open invoices, and which ones display depends on the member’s permissions and your setup. If an expected invoice is missing, check permissions and whether it is still open.