Note: Invoices are a new feature and are not yet active by default. Give us a call at 888.855.8585 or email [email protected] if you'd like more information about activating invoices for your organization.
Your organization can also customize the Invoice Label on your standard donation form to put the description of how invoices work in your own words.
The default wording of the Invoice Label reads, “Once you submit your gift, an invoice will be sent to the following email to be paid later.”
This label language can be changed in the Form Builder. Simply select Forms in your left-hand navigation, and then select the form from the list.
Then, click the Form Builder button.
Your form will appear with editing options on the right and the Settings icon present on the different widgets that make up your donation form.
Scroll down to the Payment Details section of the form and click the Settings icon (it looks like a gear) to open the customizable section settings. If you’re using a multi-step donation form, navigate to the Payment Details Page via the dropdown menu on the right side of the screen to find the Payment Details section of your form.
Scroll through the Label options until you find the Payment Method: Invoice section. There, you’ll see all of the customizable labels for the invoice payment method.
Modify the text for the invoice labels as needed then click the Update button at the bottom of the Settings menu. This closes the Settings menu.
Then click Save Page from the menu on the righthand side of the screen to save that change and apply it to your donation form.