How it works
The invoicing tool lets you bill a donor for something specific, a sponsorship, a purchase, anything you can put a name and a price on. You pick the donor, add the items they owe for, and send it.
It has two pieces that work together:
The item catalog is your saved list of the things you invoice for. Build it once, and you won't have to retype a title and price every time you send an invoice.
The invoice builder is where you pair a donor with items from your catalog and send it their way.
Because prices live in the catalog, an item costs the same every time it's invoiced
handy when more than one person on your team is billing the same donors.
Adding your items to the catalog
Do this once per item, before you build your first invoice.
Go to dashboard.betterworld.org.
Click Invoices.
Click Item catalog.
Click Create new item.
Fill in the item's details, title, and price.
Click Save. Adding more than one? Click Save & create another one instead, and the form stays open for the next item.
Creating and sending an invoice to an existing donor
Click Create New Invoice.
Click Existing donor.
Search for the donor by name or paddle number, then select them.
Click Search item catalog.
Click the item you want to add.
Click Save.
Need to add another item? Click Search item catalog again and choose the next one. Then click Save.
Once you're all done click Save & continue to preview.
Double-check the donor, the line items, and the total. Once it looks right, click Confirm & send invoice.
Click Send invoice then click Submit.
