đ Overview
You can change a customer's pending offline recurring membership payment into an online bill, so the customer can pay it through your online payment processor instead.
This is handy when a customer who normally pays offline wants to settle a payment online, or when you want to collect a pending payment against their stored payment details.
â ď¸ Only pending offline recurring membership payments can be converted to an online bill. The 'Convert to bill' option may also appear next to one-off payments, but it is not available for those and will not process them.
đ ď¸ Convert an Offline Payment to an Online Bill
You convert payments from your To-Dos section. Head to To-dos â Offline Payments â click Actions next to the desired payment â select Convert to bill.
If the customer has stored payment details, you can process the payment immediately against any stored payment details associated with the membership. Their details show up in the popup, under "Raise an invoice for the customer to pay online".
If the payment is raised as an invoice, you can see it under To-dos â Open Invoices. Once the invoice has been paid by the customer, it is automatically confirmed and appears in your revenue reports.
đĄ For more information on reporting, see the overview here.
You can also process a pending offline payment as an online bill from the customer's profile, in the Payments tab, or from their membership detail page.
â Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Can I convert a one-off offline payment to an online bill?
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Click the arrow to see the answer
No. Only pending offline recurring membership payments can be converted to an online bill. Although the 'Convert to bill' option may appear next to one-off payments too, it is not available for those payments.
Can I take the payment immediately instead of sending the customer an invoice?
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Yes, provided the customer has stored payment details. When converting the payment, their stored details show up in the popup, and you can process the payment immediately against any stored payment details associated with the membership.
Where does the payment appear once the customer pays the invoice?
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Click the arrow to see the answer
Once the invoice has been paid, it is automatically confirmed and appears in your revenue reports. While it is still awaiting payment, you can find it under To-dos â Open Invoices.