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New Member Invoicing

You can send new member invoicing directly from the Clubspot dashboard. It's really simple! (see attached gif).

As an example:

  1. Go to the Billing tab for any membership 
  2. Scroll down to the "+ new invoice" button and click that
  3. Enter the invoice amount, and send it!

 

 

You can also mark an INVOICE AS PAID from this same membership details page. For example, if a member paid an invoice via check, you can click on the past due/open invoice, and MARK AS PAID. There are options to record this as paid via check, including the check # for reference, cash, or other. Other is not frequently used but can be used to capture payments made via PayPal or Venmo for example. There is currently no direct integration with these platforms and Clubspot.