Create membership invoice and update member database record
Create membership invoice and update member database record
You get membership form updates but invoices go uncreated and records stay stale. It creates and emails the invoice and updates your membership pipeline so records are current same day.
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Overview
When membership form updates aren't turned into invoices, billing falls behind and renewals slip. This workflow converts submitted form updates into emailed invoices and updates the membership pipeline so billing staff close the loop same day.