Send Invoices via Email

To find invoices to send via email, go to Revenue > Select Invoices. Search for the invoices you want to email. For invoices generated in batch, you can simply search by Batch ID.

Select all of the results that you would like to include in your email (click the Select All button to select all results). In the Actions dropdown, choose Email Selected Invoices. 

A window will appear asking you to choose a template for your email. You can leave this selection as "None" to write your own email, or select a template from the dropdown and click Continue.

You'll be taken to the new email, which is saved automatically as a draft. The subject of the email is populated as "Invoice from ABC Association" - with your organization name used. The message contains the template you selected (if any), and the [[PRINTABLEINVOICE]] special field at the bottom of the email. (*Please note, this field can only be used with the Invoice Selector query option). This will populate with a link that reads "View Invoice(s)" in the message that is delivered to your member. The link will launch a printable version of the invoice directly into their browser window. Click here to learn more about this field. Note that if you would also like to include a link to the Online Bill Pay page in your member portal, you need to add that to your template or message separately using the Special Field "Open Invoices Link". 

The link to open invoices will expire in 24 hours.

On the Profiles tab, your name and email are populated in the "From" fields. The profiles of the invoices you had selected in the Invoice Selector will be listed as the recipients, with the profile's Billing contact's email address automatically populated. 

You can make any necessary changes to any of this information, then click Send Email Now on the Send tab to send the invoices.


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