Trying to get an invoice for membership fee

  • aboratgi
    Asked on November 19, 2018 at 1:02 PM

    Hi, I had been working with Steve Hartert to increase our membership to the Bronze level. I'd applied for the non-profit discount as well. I haven't received a response on my last few emails. In order for my company to generate the purchase order to pay the annual fee, we need some sort of invoice or quote listing the price. 

    Can someone provide me an invoice for the non-profit annual Bronze price?

    Thank you!

  • Welvin Support Team Lead
    Replied on November 19, 2018 at 2:16 PM

    The non-profit discount has been approved already. As for the invoice, our process is a bit different from others since we are using a payment processor.

    Choose your payment method below and follow the steps to get your proforma invoice:

    https://www.jotform.com/help/352-How-to-Upgrade-and-Pay-by-Mail-Check-Money-Order 

    https://www.jotform.com/help/353-How-to-Upgrade-and-Pay-by-Purchase-Order 

    https://www.jotform.com/help/354-How-to-Upgrade-and-Pay-by-Wire-Transfer 

  • aboratgi
    Replied on November 21, 2018 at 1:43 PM
    Hi – this is not helpful. My Purchasing department needs an invoice in order to approve the purchase order.
    Can you please provide me a quote, invoice, or order form documenting the amount we are being billed for? This is time sensitive since we are trying to have our membership established by the first week of December.
    Please let me know if you need anything from me.
    Thank you,
    Angie
    Angie Boratgis
    Coordinator of Medical Education
    Saint Francis Hospital and Medical Center
    aboratgi@stfranciscare.org
    W 860-714-7422
    F 860-714-8152
    114 Woodland Street
    Hartford, CT 06105
    stfranciscare.com | Facebook | Twitter | Instagram | LinkedIn
    [cid:image004.png@01D31507.4BCA9B80]
    ...
  • Welvin Support Team Lead
    Replied on November 21, 2018 at 2:48 PM

    You need to go through PO option to generate an invoice/quote from our payment processor. Unfortunately, there is no other way. We cannot generate the invoice manually.

    For Purchase Order payment, this guide should be followed: https://www.jotform.com/help/353-How-to-Upgrade-and-Pay-by-Purchase-Order

    Here's a sample quote that you'll get if you follow the guide:

    15428296822018 11 22 003 Screenshot 10