When donors visit a Standard Donation Form with Invoices enabled, they’ll have the option to select Invoice as a payment method in the Payment Details section of Standard Donation Forms. Selecting this option creates a pledge for the donor to pay later. This payment method option indicates that the donor wishes to receive an invoice for the amount owed. The Invoice payment method is available for all three donation types on Standard Donation Forms (Donation, Recurring, and Events).

When donors reach the Payment Details section of your form, they can select Request an invoice to pay later as a payment method.

When donors select the Request an invoice to pay later option, a message is displayed to donors explaining that by selecting that payment method, they’re agreeing to be invoiced by email to fulfill the gift.

Clicking the Give button will take the donor to a confirmation page where they can review the invoice creation details.

Once they’ve submitted their donation, registration, or pledge, they’ll receive an email from your organization indicating their invoice is ready.

Beneath the summary of the transaction is a link for donors to click to pay their invoice.

The link is unique to the donor and your organization. Clicking the link in the email will take donors to a donation form that’s specific to their invoiced amount. Donors can confirm the invoice amount before completing the personal and payment details steps of the transaction.

If the donor has additional outstanding invoices generated from a standard, non-legacy donation form, they'll see information about the additional balance in the email they receive.

When the donor clicks their unique link, they'll see an additional option to Pay Full Balance.

The rest of the form is the same as a Standard Donation Form, but with only the Credit Card and eCheck payment methods available.

If they’re paying an invoice for an event registration, they won’t have to reselect the options they entered when completing the event registration form. Because they’ve entered their personal information when creating the invoiced donation request, they should just need to confirm the contact information filled in for them. On the Payment Details step, they’ll only need to supply the requested payment method information. Event registrants’ registration details are unaffected by paying their invoice.

Once they’ve completed the Your Details and Payment Details sections, they select the Pay button to complete their donation.

From there, the donor will be taken to a payment confirmation screen and shown the transaction details.

They’ll also be sent a receipt via email that confirms the invoice has been paid.

The email also displays the transaction details.