Paying open invoices

You can pay any open invoice that you can view in the Open invoices section of the Participation tab on an individual or organization account page. If you are a staff user with On Behalf Of privileges, you can view and pay open invoices for any contact. If you are a Company Administrator, you can view and pay open invoices for your organization and for members of your organization.

Open invoices for pledge invoices, orders, events, and desktop sales transactions are displayed in the Open invoices section on the Participation tab. Renewal membership fees and outstanding cash membership fees are not displayed on the Participation tab. Renewal membership invoices are displayed in the Cart after a user clicks Renew Now.

Organizations can restrict the invoices that are displayed by selecting specific financial entity, invoice type or invoice due date. Once specified, only the open invoices for the selected financial entity will appear. See Open Invoice List Display for more information.

Do the following to pay an open invoice:

  1. Select Community > Find contacts.
  2. Find and open the contact for which you want to pay an open invoice.
  3. Click the Participation tab to view the Open invoices. The Open Invoice List Display content item is displayed by default on the individual and organization account pages, but you can add it to any part of the Member site.

    4. Notice that you can view a printable report listing open invoices for the selected contact.

  4. Select the checkboxes in the Pay column to select the invoices you want to pay.
  5. Click Add To Cart. The selected invoices are added to your shopping cart, and you are redirected to your shopping cart.

    6. Note: If you have On Behalf Of privileges, you are automatically transitioned to act On Behalf Of the invoiced contact. The invoices are not added to your own cart. See On Behalf Of for more information.

  6. In the shopping cart, enter the payment information and click Submit Order.