Invoices

How can I create an invoice for a membership?
There are two ways to generate invoices for memberships - automatically from a membership page and manually after a membership transaction with the Pay Late...
Fri, 13 Sep, 2024 at 10:10 AM
How can I create an invoice for an event transaction?
There are two ways to generate invoices for event transactions - automatically from an event page and manually after an event transaction with the Pay Later...
Fri, 15 Mar, 2024 at 11:35 AM
Can a partial payment be accepted for an invoice?
A partial payment for an invoice can be accepted if it was originally set up for partial payments or if multiple line items are on the invoice. To make a pa...
Fri, 22 Jul, 2022 at 11:56 AM
How can I see what partial invoice payments have been made?
From the main Invoices Grid in the Transactions & Invoices Module or from the constituent's Invoices Tab, you will see invoices with partial payment...
Fri, 22 Jul, 2022 at 12:09 PM
Can I write off an Invoice?
Yes, for Invoices that have a due balance that are no longer going to be paid you now have the ability to updated them with a write off. On the main Invoice...
Tue, 7 Nov, 2023 at 10:44 AM
Invoice Auto Reminders
You can set up invoice auto reminders sent via email. From the Transactions & Invoices module menu, select Invoice Auto Reminders. From the gri...
Wed, 31 Jul, 2024 at 12:30 PM
How do I print or send a receipt for an invoice payment?
A thank you email with transaction information is sent automatically for invoices that are paid via credit card through the invoice link. You can edit this ...
Wed, 7 Aug, 2024 at 12:22 PM
How do I print or email an invoice?
You can print or email an invoice using the Print/Email Mail Merge feature from the Invoices grid. A cover letter must first be created in Mail Merge Invoic...
Wed, 7 Aug, 2024 at 1:28 PM
How do I acknowledge an invoice payment transaction?
After an invoice payment transaction has been recorded, you can generate a mail merge letter to acknowledge it. This mail merge letter can allow for specifi...
Wed, 7 Aug, 2024 at 1:28 PM