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Email Unpaid Membership Invoices to Member

Updated

Within the Membership module, on the Unpaid tab, you can easily resend unpaid invoices to your members.

 

  1. Click Memberships in the left-hand navigation panel
  2. Click the Unpaid tab
  3. Filter the invoices to invoices you wish to email.
  4. Click the  icon and choose eMail Invoices.  
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  5. 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): you can select to use a specific invoice template if needed.
    • Exclude Voluntary Amounts: you can choose to not include any voluntary fees on these invoices.
    • From: Select the email address you wish to show the email as originating 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: and you may need to re-select a From: address.
    • 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 the Show Only... or Customize Results options. If you need to further select individual invoices, you can use the Search option and/or select invoices to send by enabling the checkbox for that invoice.
  6. Click Done to send the invoices.