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Print Unpaid Membership Invoices

Updated

 

The Goal: Print unpaid membership invoices from the Manage Overdue page to send to members via postal mail or for record-keeping.

Before You Begin:

  • IMPORTANT: The Manage Overdue page only identifies invoices created for memberships. To view and print invoices not related to memberships, see Redeliver Past Due Invoices.
  • Apply filters to target only the invoices you wish to print before initiating the print job. By default the system will only print the first 500 invoices unless you select Ignore List Below and Send All.

Step-by-Step Instructions

  1. Go to Finance, Billing section, click Manage Overdue.
  2. Filter the invoices by clicking Show Only or Customize Results.
  3. Click the drop-down arrow next to Add Late Fees.
  4. Select Print Invoices.
  5. In the Edit Membership Unpaid Invoice Print window, accept the defaults or select your preferences:
    Print Invoices Screenshot
    • 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.
    • Sort Order: Sort invoices by Customer name, invoice date, invoice number, or total amount.
    • Cover Letter Template: Optionally add a cover letter to your printed invoices by selecting a template here.
    • Ignore List Below and Send All: Selecting this will ignore the list and print all invoices. If de-selected, the system will only print the first 500 invoices.
    • Invoices to Print: The system will filter the invoices to print 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.
  6. Click Done to generate the invoices.

Common Pitfalls

  • 500 invoice cap: By default only the first 500 invoices will print. If your filtered list exceeds 500, enable Ignore List Below and Send All to print everything.
  • Non-membership invoices not included: This page only shows membership invoices. To print other past-due invoices, use Redeliver Past Due Invoices.Changes applied:
  • "Click Memberships in the left-hand navigation panel" → "Go to Finance, Billing section, click Manage Overdue" (Rule 2 path rewrite)
  • "Click the Unpaid tab" removed — consolidated into step 1 navigation (Rule 4)

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