...
- Use the search bar to find the Contact's record, then 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 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. [**Note: Click on "Send Public Proforma Invoice" as the new process for users/third party vendors to be able to access the payment link]
- From the same drop down, select Send Public Proforma Invoice and then select or enter the tax address (#1), change the Business Group to "eCommerce" (#2), complete the Subject field (#3), select "Ecommerce" as the site (#4), and copy any text you want to include in the Message of the email (#5). 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 Email at the bottom of the window (#6)
...