Use this when you need to send an invoice to a member for payment but only if they have no access to sheepApp or paying by bank transfer or other payment method outside of sheepApp.
Downloading and editing an invoice
Find the member and open the relevant Membership.
Select Actions > View membership statement.
Check the amount and billing details are correct.
To download as a pdf: Actions > Print Invoice.
Use Actions > Edit Invoice to make any changes.
Save.
Send to the member.
Payments through sheepApp
Where the payment should be made through sheepApp, send the member the appropriate sheepApp login link (e.g. https://app.sheepcrm.com/YourFlockName) or website page so they can view the amount due and choose from the available payment options.
Our recommendation is to use the sheepApp so that members can obtain their own invoice.