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Redeliver Past Due Invoices

Updated
The Goal: Find and redeliver all past-due invoices via email or print them from the All Sales/Invoices page in the Billing section.

Before You Begin:

  • The All Sales/Invoices page allows you to find all past-due invoices. If you are looking specifically for past-due membership dues invoices, use the Manage Overdue page in the Memberships section instead.

Redeliver Past Due Invoices via Email

  1. Go to Finance, Billing section, click All Sales/Invoices. Filter the list to Past Due Invoices for the members you wish to redeliver to.
  2. Click the drop-down arrow on the New Invoice button.
  3. Click Email Invoices/Statements.
  4. Configure the following options:
    • Deliver Type: Select Invoice from the drop-down list.
    • File Format: Select the desired file format.
    • Invoice Template (Override): Select an invoice template to apply to the selected invoices.
    • From address: Select a From address from the list.
    • Cover Letter Template: Select a cover letter template from the list.
    • Subject and message: Enter a subject and message if you have not selected a cover letter template.
  5. Select the invoices you want to email by clicking individual checkboxes, or click the top checkbox to select all invoices in the list.
  6. Click Done. The past-due invoices will be emailed.

Redeliver Past Due Invoices via Print

  1. On All Sales/Invoices, filter the list to Past Due Invoices as described above.
  2. Click the drop-down arrow on the New Invoice button.
  3. Click Print Invoices.
  4. Configure the following:
    • File Format: Select the desired file format.
    • Invoice Template (Override): Select an invoice template to apply to the selected invoices.
    • Cover Letter Template: Select the desired cover letter template.
  5. Select the invoices you want to print, or click the top checkbox to select all invoices in the list.
  6. Click Done to print the invoices.

Common Pitfalls

  • Membership dues specifically: The All Sales/Invoices page shows all past due invoices across all types. If you only need to redeliver membership dues invoices, use the Manage Overdue page in the Memberships section for a more targeted list.

 

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