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How to Create a One-Off Invoice for Your Members

Send a one-time invoice to a member for any non-recurring charge.

Available for the Administrative Efficiency Core on the Locable Marketing Platform

 

Need to bill a member or customer for a one-time charge? You can create and send a one-off invoice directly from Membership Management.

 

Create a One-Off Invoice

  1. Navigate to CRM > Memberships and open the appropriate membership record.
  2. Scroll down to the Invoices section.
  3. Click the 'New Invoice' button.

Next, enter the invoice details:

  • Select the Billing Contact (or click to use the Membership Billing Contact).
  • Enter the Product Name, Quantity and Price details, along with a Product Description.
  • You may add multiple line items if necessary.
  • Enter the Invoice Due Date.

Once you've completed the input, click 'Send Invoice'. 

NOTE: The Product Name is used in your Membership and Order Reports. If you are creating an invoice for a specific membership plan, use the exact same Product Name as the membership plan name. This ensures all related purchases and invoices are grouped together correctly in your reports.

 

Important Notes

  • One-off invoices are not tied to a membership renewal schedule.
  • Recipients can pay online through the Stripe invoice link they will receive, or they can download and print their invoice and pay via check or cash.