2

I was wondering if there was a way to automate sending invoices. Specifically, I want an invoice to be sent when a membership is expiring in x amount of days.

Currently, I'm thinking about using Message Templates to do this. Consequently, I'd be mimicking an invoice in a Message Template and use tokens to show prices and other info specific to the recipient/member.

Is there any better way to accomplish this?

3

I can offer my experience here. I started off using Scheduled Reminders as an automated invoice and used tokens as you suggest for member specific details for the recipient. However I found that increasingly organisation would not accept an email based invoice and required an invoice in the form of a PDF attachment, even if the email invoice contained all the required info to make it a tax compliant Invoice.

What I did instead was use the Scheduled Reminders to send out a Renewal Notice which contained a checksum link, so the member then renews the membership on our website page and clicks the option for 'Pay Later' and then an invoice as a PDF attachment is sent to them automatically with their renewal confirmation email. Hope that may help, Renaee.

1

Scheduled reminders should provide you the required functionality.

Administer -> Communications -> Schedule Reminder

You should be able to set up the required reminders from there. Hopefully it's pretty self explanatory - however there is more information here:

https://docs.civicrm.org/user/en/latest/email/scheduled-reminders/#using-scheduled-reminders-for-memberships

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.