The Goal: Understand how invoices end up in Unsent Invoices and how to deliver them via email or print.
Before You Begin:
- Invoices appear in Unsent Invoices when they have been flagged for email or print delivery but have not yet been sent.
- Review the Missing Info column — a "Yes" link indicates the contact is missing a required email address or mailing address. Click the link to add the missing information.
How Invoices Appear in Unsent Invoices
Invoices are added to Unsent Invoices when:
- Billing is run from Upcoming Billing in the Billing section, and invoices have Mark to Print and/or Mark to Email enabled.
- Automated Scheduled Billing is enabled under Finance, Billing section, click Settings and select General Billing Settings.
- Allow Invoicing is enabled for events, fundraisers, sponsorships, etc.
- A one-off invoice is created with Mark to Print and/or Mark to Email selected.
- A membership application is submitted, and the applicant requests to be invoiced.
Steps to Access and Deliver Invoices
- Go to Finance, Billing section, click Unsent Invoices. A list of all invoices that have not been sent will be displayed. The Delivery Method column shows whether each invoice is set to email, print, or both. The Missing Info column shows "Yes" if a required email or address is missing.
- NOTE: When no email or address is specified, the system falls back to the billing contact's primary email or address. If no billing contact is set, it falls back to the purchased-by contact's primary email or address. Only when neither is found will the Missing Info column show "Yes."
- To deliver invoices, proceed to the appropriate article:
Hierarchy of Invoice Email Delivery
- System checks for a Billing Contact email.
- If none are found, check for the Primary Contact email.
- If none are found, it searches the business for an email address.
Common Pitfalls
- Invoices not appearing in Unsent Invoices: Verify that Mark to Print and/or Mark to Email was selected when the invoice was created or when billing was run.
- Missing Info column shows Yes: The contact is missing a required email or mailing address. Click the "Yes" link to add the missing information before attempting delivery.