Add an Invoice Download Link to a Membership Billing Run Template

You can now include a direct invoice download link in your membership billing run reminders and notices.

This gives members quick, easy access to their invoice—no login needed. With one click, they can view or download billing details anytime, from anywhere.

It’s a small touch that adds clarity and convenience to the payment experience.

Now, let’s get one of your templates updated!

ADD INVOICE DOWNLOAD MERGE FIELD TO AN EXISTING MEMBERSHIP BILLING RUN NOTICE

• Navigate to the Membership + Committees App.
• Select Setup.
• Select Billing.
• Select Notices.
• Edit the desired Notice.
• Search invoice within the notice Merge Fields.
• Select Invoice Download Link merge field.
• Paste the merge field into the template.
• Click Save Changes.

Note: We recommend using the Preview tool to ensure your template is accurate before executing a billing run.