When using the Sponsors feature and adding a sponsor, you will see the option to invoice a sponsor for their payment. Sending an invoice will trigger an email the contact provided for the sponsor with a summary of their sponsorship level, the price of the package, the included benefits, and a unique payment link.
All the sponsor needs to do to complete their payment is follow the link and enter their card information. They can also choose to forward the email to their finance team to complete the payment.
Invoice a New Sponsor
Visit your campaign's Dashboard.
Select Sponsors on the left side menu.
Click the Create button in the top right corner, then select Sponsor.
Select the package they are receiving and complete the required fields. The contact information you enter for the sponsor is where the invoice email will be sent.
When you reach the Payment section, change the toggle to Invoice.
Click Save.
Upon clicking Save, the Contact Email for this sponsor will receive an email with instructions on making their payment. You will have the ability to resend the invoice after creation.
Invoice an Existing Unpaid Sponsor
Visit your campaign's Dashboard.
Select Sponsors on the left side menu.
Find the unpaid sponsor in the table provided and click on their name to open their sponsor record.
When viewing the sponsor's record, scroll to the Payment Details section and select Change Payment Type.
In the pop-up that appears, toggle to Invoice.
Click Save.
Upon clicking Save, the Contact Email for this sponsor will receive an email with instructions on making their payment. You will have the ability to resend the invoice after creation.
Example of Sponsor Invoice Email
