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- From the Contact's record, go to Memberships on the related list and select the ABI's subscription number. This will take you to the subscription record.
- On the Subscription record, select the Renew button in the upper right. This will take you to a sales order record.
- On the sales order record, hover over the sales order lines to review the sales order items, (if you need to adjust anything, you can select the sales order line and edit as needed). When you are finished with your review, select Ready for Payment button in the upper right. This will close the invoice and allow you to process the take payment now through Rapid Order Entry (ROE) or send an email to the customer with a link so they can pay on their own.
If you are processing the payment now, complete the - From the same drop down, select Send Proforma invoice and then complete the Subject field, copy any text you want to include in the body of the email. This will appear above the link that will take the customer to their payment screen directly from the email. Apply any discount codes if applicable. Review your work, then click SEND at the bottom of the window.
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