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Please take the following steps:

 

(1) Generate an Invoice in Xero

(2) Login to HubSpot and locate the new member's contact record.

(3) Email the new member using the 'Individual Member Invoice Email' template with the invoice attached.

(4). Update the new member's lifecycle status to 'Payment Pending'

(5). Upon receipt of the new member's payment then update their lifecycle status to  'Member'.   This will trigger their acceptance email, and also create a Strapi 'People' record facilitating login and member profile management.

 

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WIL Australia acknowledges the Traditional Owners of the lands where we live, learn and work. We pay our respects to Elders past and present and celebrate the stories, culture and traditions of all First Nations people.

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