Invoices

What is the Online Payment Page and how do I create one?
The Online Payment Page is the first step invoices. There must be at least one Online Payment Page manually or automatically create invoice. To create o...
Thu, 21 Jul, 2022 at 9:54 AM
How to I setup Invoice Payment Reminders?
Auto Reminders can be setup for any unpaid Invoices by navigating to Workspace>Transactions & Invoices>Invoice Auto Reminders. Here you can genera...
Tue, 25 Jan, 2022 at 1:39 PM
How do I create an invoice manually?
You can manually create an invoice from the main Invoice Grid in the Transactions & Invoices Module by clicking on +New and selecting Invoice.   Or ...
Thu, 21 Jul, 2022 at 1:16 PM
Can invoices be automatically generated from transactions?
Yes. Invoices can be generated automatically from Membership and Event Transactions or from Membership Batch Renewals. Keep in mind that invoices are genera...
Thu, 21 Jul, 2022 at 4:11 PM
Can I edit the invoice?
Yes. You can edit the content of the invoice from the main Invoice Grid under the Transactions & Invoices Module and click on the row with the invoice t...
Thu, 21 Jul, 2022 at 4:30 PM
What is the Invoice Mail Merge Template?
The Invoice Mail Merge Template is where the invoice cover letters are stored. These letter templates differ from the invoice that is generated from the Onl...
Thu, 21 Jul, 2022 at 5:11 PM
How can I attach an invoice to an email?
The invoice and the cover letter can be sent together using the individual mail merge or Print/Email Mail Merge feature under the Actions menu on the main I...
Thu, 21 Jul, 2022 at 5:13 PM
How do I enter a payment for an invoice?
Credit Card If paying by credit card, you or the constituent can click on the link to the invoice's unique url to enter the payment information. In...
Fri, 22 Jul, 2022 at 9:25 AM
What is the difference between an Invoice and an Invoice Mail Merge Template?
The invoice is the document linked to the transaction. This could be an event purchase, membership, sponsorship pledge, or other transaction that is outstan...
Fri, 22 Jul, 2022 at 9:32 AM
How can I see what invoices are outstanding?
You can see invoices that are outstanding on the main Invoices Grid in the Transactions & Invoices Module. Rows highlighted in red have no payments yet,...
Fri, 22 Jul, 2022 at 9:38 AM