thankQ Help

If the customer is payment via Invoice they can download the Invoice Agreement.

1.Add an Invoice Label and an Invoice Payment Description Label if you want to change these from the default:

 

2.Click the + button to Add the Invoice Recipient Contact Details:

3.Click the Basic Info icon. This is required if users pay by invoice:

4.Tick/Untick the Visible and/or Mandatory tick boxes beside the basic information. Note that Last Name must be set as mandatory. Enter any validation messages as well:

5.Click the + to add the Contact Email:

6.If you want to collect information on the contact's Address, Phone numbers or their Organisation then repeat the above process for those components.

7.Tick/Untick the Visible and/or Mandatory tick boxes and enter any validation messages:

8.Move down to the Invoice Agreement Text and enter any details:

9.Click the Invoice Agreement PDF Link browse button:

10.Locate and select the file:

11.Untick Create an Invoice Payment if you would like to avid creating a new payment record if the contact chooses an invoice payment:

 

12.Set the Invoice Payment Type if upon creating a Pledge or Payment you would also like to set the payment type to something different from the default 'Invoice' type: