Hey @nikbond,
Hope you’re well.
When I try creating invoice I can mark them as Paid. After added user and created invoice, then you need to go to Billing page and click the invoice ID. Please don’t click the View button it goes to the different page you should click invoice ID.
Then it should show something like this;
You can change “Invoice status” option from “Billed” to “Paid”.
I hope it helps!
Cheers,
Oguz
Thread Starter
Nik
(@nikbond)
Hi Oguz
Thank you for getting back to me so promptly and yes I can see I can do it that way.
It used to be possible to do it simply by hovering over an invoice in the Billing page and the option “Mark as Paid” appeared, which was really useful and much quicker than having to open each invoice separately. Is that no longer possible?
Also is there ANY way of adding a group of users to a specific membership AND generating an invoice for them all at the same time, without doing it separately for each user? (I have over 200 users and as far as I can see, the only way is either to add them individually to a membership and create an invoice at the same time OR add them in bulk to a membership, but then I still have to create the invoices individually).
Regards
Nik
Hello @nikbond 🙂
It used to be possible to do it simply by hovering over an invoice in the Billing page and the option “Mark as Paid” appeared, which was really useful and much quicker than having to open each invoice separately. Is that no longer possible?
No, in order to do that you should open the single invoice page as mentioned by my colleague Oguz above.
Also is there ANY way of adding a group of users to a specific membership AND generating an invoice for them all at the same time, without doing it separately for each user?
I’m afraid there’s no such bulk functionality and you should either add member separately, or create invoices separately.
Warm regards,
Dimitris
Thread Starter
Nik
(@nikbond)
Thank you Dimitris.
Damn that’s a real shame especially when there is no real way to bulk import members and their memberships (and even doing it manually by importing to the database is virtually impossible due to the complexities of how your plug-in seems to work).
I guess I’m going to have to bite the the bullet and edit all 200 members separately but it’s hardly a “practical” solution and will definitely have some bearing on whether I decide to use Membership 2 in the future.
Thanks anyway… at least now I know.
Warm regards
Nik
Thread Starter
Nik
(@nikbond)
Sorry guys… I have another query related to this.
As above, I mentioned that it used to be possible to mark an invoice as paid simply by hovering over an invoice in the Billing page and the option “Mark as Paid” appeared, which was really useful and much quicker than having to open each invoice separately.
I was advised that this was no longer possible but I’ve noticed that it IS still possible if a user selects their own membership but NOT if they are added manually and an invoice raised by admin. Is there any reason why the “Mark as Paid” option doesn’t appear for manually generated invoices and is there really no way of forcing it to appear?
Regards
Nik
Hello @nikbond
Hope you’re doing well!
I can’t reproduce this behavior from my end. Please let us know more information; is the user is added manually by an admin? What was the invoice status when Mark as Paid” option is showing up on your end?
Would you please share a screenshot here?
Please advise,
Kind regards,
Nastia
Thread Starter
Nik
(@nikbond)
Hi @nastia
I’m not sure how to upload a screenshot here but perhaps I can describe a little better –
If a user signs up for a membership and selects “Manual Payment”, an invoice is automatically generated and when Admin views the list of invoices, they can simply hover over an invoice and a link appears to “Mark as Paid”.
If admin manually adds a user to a membership and manually generates an invoice, it appears in the Admin list of invoices but there is no link to “Mark as Paid”. The only way to do that is to open the individual invoice and change the status there.
This is especially important to us as we need to manually add about 200 existing users (some of whom have already paid and some of whom have not). It’s bad enough that we have to go through and individually generate an invoice for each of them but then to ALSO have to go back and open each invoice individually to mark it as paid is time consuming to say the least!
At least if the “Mark as Paid” link appeared for the manually generated invoices, Admin would have a much quicker job just to scroll down the list and click the relevant invoices (rather than having to open each one individually).
Therefore my questions are… Is there any particular reason why the “Mark as Paid” option doesn’t appear for manually generated invoices? And is there any way of forcing it to do so?
With many thanks in advance.
Nik
Hey @nikbond,
Hope you’re well.
The “Create Invoice” button while you are adding members manually to membership is designed for forcing users to pay, not actually show them as paid. So when you create an invoice, the member should go to his account and select gateway first. If he/she select manual payment gateway, the button should visible again for that invoice.
That’s why when you create invoice manually that button not there. Because membership 2 thinks the member didn’t do anything yet for payment.
And unfortunately, there is no way to force that button visible for not gateway selected invoices.
Cheers,
Oguz
Thread Starter
Nik
(@nikbond)
Hi @oguz
In that case, is there no way of setting a default gateway (ie. preferably manual payment) for manually issued invoices, so that the “Mark as Paid” option would appear?
I’m sure I read some code somewhere that suggested it was possible but can’t find it now!
Regards
Nik
PS. I tried checking “Force default gateway” but this didn’t seem to make any difference at all.
Hey @nikbond,
Hope you’re well.
Actually, I tried “Force default gateway” option and looks like it can solve this problem only if you are making this through “Manual Payments”. Because it can be a problem if you are trying Paypal or Stripe.
First, you need setup only manual payment for the membership. Then go to Membership > Settings page and activate “Force default gateway”;
After that old invoices can’t change but when you create new invoice mark as paid will be visible.
Is that can solve the problem?
Cheers,
Oguz
Thread Starter
Nik
(@nikbond)
Hi @oguz
OK that could work whilst adding existing members however… there will also be new members who sign up themselves and will need a PayPal option too.
Could I use the Force default gateway just whilst adding the existing members and then remove it/activate PayPal payments, so that new users can choose whether to pay by PayPal or Pay Manually?
Regards
Nik
Hey @nikbond,
Hope you’re well.
No, you can’t use force gateway while other payment methods active. There should be only one and Manual Payments for that to work properly. If you only need manual payment at first, maybe you can add all members while only Manual Payments active, then you can activate Paypal.
Cheers,
Oguz
