PAYMENT: Accessing an Invoice on a Pending Payment AMP Feature


Purpose: To allow FinalForms AMP Admins the ability to print/access an invoice on a pending payment.

How to:
1. Go to Manage-Members, and pull up the member that you want to access their invoice for their pending payment.

The Members list showing a single member's row with an orange pending-payment dollar-sign badge in the Status column.
Pending Payment Member

2. Click on the dollar sign, and go to the invoice.

NOTE: You can always use your sorts to sort for ANY members who have a pending payment whether it's a check or PO payment. The yellow and orange dollar signs indicate pending payments.

A member's Fees and Payments popup listing an unpaid $185 membership fee, with the Go to Invoice button circled in red.
Go to Invoice

The Members list search filter open, with the Pending (no PO#) and Pending (PO#) fee-status checkboxes both ticked.
Sorting

3. Click the black button Download Invoice.

NOTE: In some cases, you may want to cancel a pending payment. You can cancel the member's pending payment by clicking on the yellow button. This will change the member from pending to unpaid and turn them red. This is particularly helpful when a member initiated a payment at first, and now wants to cancel and pay via credit card, for example.

The Checkout Receipt page for a pending payment, with the Cancel Pending Payment and Download Invoice buttons both circled in red.
Download Invoice


Conclusion: This training tip allows FinalForms AMP Admins a convenient way to access and/or print an invoice for a member/vendor that is pending. This is convenient when you haven't received a payment yet, and need to resend an outstanding invoice.

Questions?: Contact FinalForms AMP Support at: support@finalforms-amp.com