FLC Dues - Communication Template

 

As of 10/1/2024, FLC is using the Pay Invoice link in a communication template to send dues notices to the key official for each city.  The Pay Invoice link is ideal for FLC because the link can be forwarded to anyone within the city to make a credit card payment on the 'CITY' record.  No sign-in is required and the sign-in option has been 'hidden' on the Pay Invoice iPart to prevent someone from logging in.  The language has been hidden using JavaScript on the page.

Requirements for using the Pay Invoice link for guest payments.

  • Credit Cart payment method configured.
  • Communication tailored for the specific entity.
  • Pay Invoice shortcut is configured to the tailored Invoice Payment content.
Important notes before sending the Pay Invoice link.
  • Only open invoices can be paid via the Pay Invoice link.
  • Partial payments are not supported through this link.
  • Unauthenticated users are limited to credit card payments.  Only logged-in users can use ACH methods, if offered.
  • The recipient query used in the communication template must include an InvoiceID column.  This is necessary for the link to function properly.
Using the Communication Template for Sending the Pay Invoice Link
1. Marketing > Communication Templates
2. Locate the template to be used. (ex: FLC_Dues_24-25_Second) and modify as needed.
3. Click on the Recipients tab.  The recipient IQA is in the Query field.  This is the list of people that will receive the communication.  This query uses a combination of two queries (explained below) to gather the KO data.
  • The recipient query currently in use is targeted to anyone with the FLC_Dues item, a balance greater than zero, an effective date of 10/1/XXXX, and a bill date greater than 10/1/XXXX.
  • The 2nd query used in conjunction with the InvoiceDetails query is the iQA, "view FLC Key Officials".  This is where you would exclude any ID's that you didn't want to bill.  Currently the list is quite long because of the cities affected the the hurricanes.
  • Once the recipient query is returning the proper results, you are ready to send the communication.
  • Preview the communication to ensure the fields are populating correctly.  
  • Send the communication.

 

iMIS documentation: Paying Invoices Using a Direct Link