1. In the applicable Chapter Account, select Members in the left menu.
2. Select the + Add Member(s) button in the top right.
3. You can add new members in mass via a CSV file upload, or you can add one member via the Single Member tab.
4. If you add a Single Member, enter all required information in the fields provided. If you do not wish for the member to receive a registration email, uncheck the box for Send a Registration Email. Leave the box checked if you wish for the system to send a registration email. Then, select the Save Member button.
5. Go to your LegFi Headquarters Account by selecting the Back to Headquarters button at the top of your screen.
6. In the LegFi Headquarters Account, select Invoices in the left menu.
7. Select the + Create New Member Invoice button.
8. In Section 1: Select Members to Bill, filter the list by group and/or type the member’s name in the search box. Then, click the applicable member’s name. They will appear in the right Selected Members section. (All members in the Selected Members section will receive an invoice via the following steps.)
9. In Section 2: Add Charges, select the + Add Charge button.
10. In the Add New Charge window, enter the required information in the fields to create the invoice. You can copy from a previous charge, if applicable. Click the Save Charge button when complete.
11. In Section 3: Add a Message, type the message you wish to appear on the invoices. Finally, click Send Invoices to bill the member(s) selected in Section 1.