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Redeliver Past Due Invoices

Updated

From the Billing module Sales/Invoices tab you have the ability to find and redeliver past dues invoices. This will allow you to find ALL past due invoices. If you are looking for just those that are for membership dues, we recommend that you use the Unpaid tab in the Memberships module.

 

Redeliver Past Due Invoices Via Email

  1. On the Sales/Invoices tab, filter the list to Past Due Invoices to those you wish to re-deliver.
  2. Click the drop-down arrow on the New Invoice button.
  3. Click Email Invoices/Statements.

    • Select Invoice from the Deliver Type drop-down list.
    • Select the desired File Format from the drop-down list.
    • Select the desired invoice template from the Invoice Template (Override) drop-down list. This will allow you to select an invoice template to apply to the selected invoices, either by selecting the checkbox at the top to select all or by selecting individual invoices.
    • Select a From address from the list.
    • Select a Cover Letter Template from the list.
    • Enter a Subject and type in your message if you have not selected a cover letter template.
    • Click the check-box for the invoices you want to email, or click the top-most check-box to select all invoices in the list.
  4. Click Done. The Past Due invoices have now been emailed.

 

Redeliver Past Due Invoices via Print

  1. On the Sales/Invoices tab, filter the list to Past Due Invoices as described previously.
  2. Click the drop-down arrow on the New Invoice button.
  3. Click Print Invoices.
  4. Select the desired File Format from the list.
  5. Select the desired invoice template from the Invoice Template (Override) drop-down list. This will allow you to select an invoice template to apply to the selected invoices, either by selecting the checkbox at the top to select all or by selecting individual invoices.
  6. Select the desired Cover Letter Template from the list.
  7. Click the check-box for the invoices you want to print. Click the top-most check box to select all invoices in the list.
  8. Click Done to print the invoices.