A custom invoice is different from the invoice generated in the Member accounts because unlike the latter, it is created manually and the information it contains is minimal. Usually, the Site Manager creates a custom invoice when there’s a Member that has an outstanding or remaining balance to pay.

After a custom invoice is created, it is sent to the Member’s Account to inform him/her of the amount to be paid. The amount can then be settled using the enabled payment methods.

When a custom invoice is sent to a Member account, a notification is also sent to the Member’s e-mail address informing him/her that the invoice is ready for payment.

To create a custom invoice, do the following:

1. In the left navigation panel, click on Payment > Create an Invoice. After doing this, a page will appear like the one shown below:

   

2. Click on the Add a new Invoice link.
3. In the Custom Invoice Information area (image shown below), do the following:

   

   1. Hit the Click here to select an account link to search for the Member for whom the invoice is created.
   2. In the Username box, type the login ID of the Member. Then, click on the Search button.
   3. Choose the Member by clicking on the Select button.
   4. In the Title box, provide a title for the invoice.
4. In the Custom Invoice Items area (image shown below), type the item names and their equivalent prices that you will be collecting from the recipient of this invoice.

   

5. Click on the Continue To Send By Email button. After doing this, a page will appear like the one shown below:

   

   
   At this point, the invoice is already added in the custom invoice records. You can choose to send it later, or you can continue doing the next steps to send it now.

6. Hit the Click Here To Send This Custom Invoice button. After doing this a form will appear like the one shown below:

   

7. Click on the Send button.

When the Member (or the recipient of the invoice) pays the amount stated in the custom invoice, a transaction record will be added in the Site Manager account. At the same time, the custom invoice record’s status will change from Sent to Paid.

Custom invoice records can be viewed by clicking on Payment > Create an Invoice in the left navigation panel.