How do I send an invoice?

ActivityHero gives you the tools to send an invoice to a customer for any price difference or to invite them off the waitlist by paying the session fee.

To send an invoice:

 

1. Sign into your ActivityHero account

 

2. Select "Registration Reports"

 

3. Search for the name of the participant to be invoiced

 

4. Under the child’s name and information click

 

5. Click "Invoices"

 

6. Follow the screens to select the session options or to enter any applicable discounts. 

 

7. Enter the amount and any description of the payment

 

8. On the final screen, you will see the total amount due, an invoice expiration date and the option to enter a note. You may edit any of these fields before sending the invoice. Click "Send Invoice" when finished.

 

 

9. The customer will receive an email that includes your Note. They can pay by credit card after clicking the link "Pay Invoice."

 

 

 

To delete an invoice:

1. Sign into your ActivityHero account
2. Under Registrations & Payments, select "Pending Invoices"

 

3. Find the invoice you would like to delete

 

4. Click 
5. Click "ok" in the popup screen

 

 

To Re-send an invoice:

1. Sign into your ActivityHero account
2. Under Registrations & Payments, select "Pending Invoices"
3. Find the invoice you would like to re-send
4. Click "Re-send Invoice" button
5. Click "ok" in the popup screen
6. If the invoice has expired, when you click on "Re-send Invoice" button, you will see this popup  
   
   Clicking OK will take you to the Invoice page, where you can set the new expiration date and send the invoice again.
   
7. This will send another email to the user with the new invoice expiration date.