The Goal: Resend unpaid membership invoices to members via email directly from the Manage Overdue page.
Before You Begin:
- Apply filters to target only the invoices you wish to email before initiating the send.
- Have email templates and invoice templates prepared if you wish to use custom options.
Step-by-Step Instructions
- Go to Finance, Billing section, click Manage Overdue.
- Filter the invoices to the invoices you wish to email.
- Click the actions icon and choose eMail Invoices.
- In the Membership Invoices Deliver By Email window, accept the defaults or select your preferences:
- Deliver Type: Select Invoices or Statements.
- File Format: PDF or Word document.
- Invoice Template (Override): Select a specific invoice template if needed.
- Exclude Voluntary Amounts: Choose not to include any voluntary fees on these invoices.
- From: Select the email address you wish the email to originate from.
- Template: Select an email template if preferred. NOTE: If you select a template after selecting a From address, the template selection will override the From address and you may need to re-select it.
- Subject: Enter a subject if needed.
- Email contents: Enter a message here if needed.
- Invoices to email: The system will filter the invoices to be emailed based on the filters selected in Show Only… or Customize Results. To further select individual invoices, use the Search option and/or enable the checkbox for specific invoices.
- Click Done to send the invoices.
Common Pitfalls
- Template overrides From address: Selecting an email template after you have already chosen a From address will reset the From address. Re-select the From address after choosing the template.
- Sending to unintended members: Filter the invoice list before opening the email window to avoid emailing all displayed members.