How to | Send a Receipt or Invoice

Utilize your GB Members CRM software and Bambora to send a Membership Registration Receipt or invoice automatically, manually, and each period after the initial sign-up.

Contents:

1. Manually Send Member Registration Receipt 
2. Automatically Send Member Registration Receipt
3. Automatically Send Membership Payment Receipt

 1. Manually Send Member Registration Receipt 

1. Complete and Submit the Member Registration Form. 
2. Navigate to the Member's Profile. 
3. Scroll down their profile to the Requests section. 
4. Select the envelope icon in the far right column to send manually the email. 

(It uses the email from the Email templates within the Datastore.)

2. Automatically Send Member Registration Receipt

This is the receipt of their membership sign-up details. This should be sent upon registering as a student in your school. 

1. Navigate to the "Settings" section of your software. (Found in the 3x3 grid menu icon in the upper right corner).
2. Select 'Settings' from the Members Main Menu (3x3 grid icon, upper right)
3. Click on “Datastore” in the left-hand menu
4. Select “Journey Triggers” from the menu
5. Click on “New Record” in the top right-hand corner
6. The status is “Active”
7. The record Type is "Member"
8. Action is "Automatic" 
9. The contact Type is "Email"
10. Member Condition: "Converted"
11. Member Condition Duration(days) are: "0"
12. Member Email is "Bambora Membership Receipt"
13. Scroll Down and click the "Submit" button to save the trigger.  

3. Automatically Send Membership Payment Receipt (Recurring)

1. Log in to your school Bambora Account
2. From the left-hand menu, select "Administration", then "Account Settings", then "Email Receipts".
3. Update the fields on the right, customizing them to your preferences. Select yes to send, and then select "Update" in the lower corner to save/activate this feature. 

**Tip:**

1. Make sure you take time to review your email templates within the Datastore. 
2. Save yourself time by activating the Journey triggers to auto-send your communications. 
3. Turn on this Inactive Journey Trigger: "Member Alert Email - Converted 0-0 days after converted from a lead." It will send a welcome email. You can edit the email in the email template section of the datastore. Email Template name "0 days after converted from a lead".

Related Articles:

• How to | Review Journey Triggers
• How to | Sign up a Single Member
• How to | Sign up a Family

Need Assistance?

For further assistance or clarifications, please contact northamerica@graciebarra.com

You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation