Only the Licensing module allows automatic invoicing of portal users. Users can pay after they finish their application.
There are two ways to control invoicing. Users can invoice only the application fees. Or, they can automatically invoice both application fees and itemized fees.
Invoices are only generated when the user submits their renewal. The invoice is not generated with the email.
Turn on Invoicing
Sign in to your site
Go to Admin Tools, select Organization Settings, and click Licenses Settings
If you also want to invoice itemized fees, then turn on the Check this checkbox to create license invoices on last step for both applications and renewals
Note:
This checkbox has its name for a reason. Itemized fees are in Step 5. The invoice must be created after these fees are added.
Click Save Settings
Invoicing Application Fees
If you are just invoicing application fees, the invoice and fees are created in Step 3. The user will not be asked to finalize their application. On Step 7, they will only see a Pay Invoice button.
Invoicing Itemized Fees
In Step 5, the user can enter the quantity of each itemized fee they need to pay.
After an application is completed, users will be asked to finalize it. This action will create the invoice. All fees linked to the record will be included. Users cannot edit their fees after the application is finalized.
If itemized fee invoicing is on, and there are no fees, the Pay button will not appear. This happens after the user finalizes their application.
Paying an Invoice
Once the user clicks pay, they will see their fees and the total balance owed. They can click "Make Payment" and follow the prompts to fill out their credit card details.
