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Invoicing Members for Quarterly Dues - Email Template

Discussion in 'ClubRunner Nova Feedback' started by Scott Fox on Jun 16, 2025.

  1. Scott Fox

    By:Scott Fox-  Jun 16, 2025
    New Community Member

    Joined:
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    Gender:
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    Occupation:
    Nonprofit Executive
    Location:
    Cheyenne, WY, United States of America
    Exploring the Financial options to create/send entire membership invoices for quarterly dues, I have the following observations/questions:

    It appears "Batches" are the way to send invoices to entire club, and I've created a test batch with a test "order" ... but I have several questions related to the templates available to put the necessary info into the Invoice & associated email to the members:

    1) Which template is used BY DEFAULT to send invoices for dues? It appears that the EMAIL template used with my test invoice email is "Order HTML Template" that exists in "Financial Email Templates" rather than "Invoice [Dues]" which seemed to make more sense.

    2) Is it possible to choose which template to use? If so, where is that selection made? Same question for PDF invoice templates too.

    3) Is it possible to include "Mail Merge Fields" using the "Edit Email Template"? It seems like it should be ... there's a link with a +/- that says "Insert Mail Merge Fields" BUT there are no fields to actually insert. THIS IS TRUE OF EVERY TEMPLATE, EXISTING OR "NEW" ... No fields to insert are offered.

    The reason I'm looking for that is to make sure the Email sent to members has a link to PAY the invoice directly. The template "Invoice [Dues]" has the mail merge code "$INVOICE_PAY_NOW$" and I've edited the other template to include that (which worked) BUT I can't find any listing of mail merge fields that can be used beyond those listed in the templates already.

    Invoicing membership is a fundamental capability of ClubRunner ... it seems the functions in NOVA should be at least as capable as the prior version. Scott
     
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