How Do I Send an Invoice?

ActivityHero gives you the tools to send an invoice to a customer for any amount. 

Note: Families will be unable to register for additional sessions if they already have current, unpaid invoices for your activities.

To send an invoice:

1.Navigate to your Dashboard. Then, hover over the Registration & Payments tab and select Registration Reports.

2.Scroll down until you find the name of the participant to be invoiced.

3.Under the child’s name and information, click Actions. Then click Invoice.

4.Click Next on the Invoice instructions window.

5.Make any registration updates or enter any applicable discounts, then click Next. 

6.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.

The customer will receive an email that includes your Note (if any). They can pay by credit card after clicking Pay Invoice. The email subject will be: Important update about your registration at <Provider Name>.

To delete an invoice:

1.Navigate to your Dashboard. Then, hover over the Registration & Payments tab and select Pending Invoices.

2.Find the invoice you would like to delete. Then click Delete.

3.Finally, Click "ok" on the popup window that appears to confirm. 

To Resend an invoice:

1.Navigate to your Dashboard. Then hover over the 'Registration & Payments' tab and select "Pending Invoices."

2.Find the invoice you would like to re-send and click Resend.

3.Click "ok" on the popup window that appears to confirm.

Resend an expired invoice

If the invoice has expired, when you click Resend, you will see a popup that says: “This invoice has expired. Do you want to extend the expiration date for this invoice?” Click OK.

From the Email Invoice page shown above, set the new expiration date and send the invoice again. Click Send Invoice to send another email to the user with the new invoice expiration date.