"How do I pay an invoice for my state association financial forms?"

After submitting a financial form in your Vault, an invoice will be automatically generated for you in the Payments menu.

Jelsey Juric avatar
Written by Jelsey Juric
Updated over a week ago

Financial forms in your school's Vault will automatically generate invoices that you can pay to your state association. Follow the steps below to access your form and invoice, then submit payment.

1. Access the financial form that you will be submitting to your state association. One common example is a Catastropic Insurance Application Form. You can find the financial forms in your school's Vault by going to Schools and People > Vault > Fill Out a Form > Financial Forms, then selecting your form from the list and clicking 'Start'.

2. Complete and sign the form. Once you have submitted the form to your state association, you will see a confirmation message in a pop-up window. Click the 'Pay Now' button to submit payment to your state association. Note: if you do not click the 'Pay Now' button in time, you can still pay by going to 'Payments' in your left-side menu and then the 'Invoices' tab.

3. You will be redirected to your 'Invoices' page in the Payments menu. Your invoice for the financial form will appear at the top of your list.

4. Double click on the invoice in the list and an overlay window will appear. You will first see a copy of your financial form. Click on the name of your state association on the left side of your screen to see a copy of your invoice.

5. Once you've viewed your invoice, select the 'Pay' button on the left side of your screen. A pop-up window will appear where you can input your debit/credit card information and submit your electronic payment to your state association. To print the invoice, select the print icon in the top right corner of your screen.

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