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Print Unpaid Membership Invoices

Updated

Within the Membership module, on the Unpaid tab, you can easily print unpaid invoices to send to your members. IMPORTANT! The unpaid tab will only identify those invoices created for memberships. To view and print invoices not related to memberships see Redeliver Past Due Invoices.

 

  1. Click Memberships in the left-hand navigation panel
  2. Click the Unpaid tab
  3. Filter the invoices to members who have been suspended by clicking Show Only or Customize Results.

  4. Click the drop-down arrow next to Add Late Fees.
  5. Select Print Invoices.

  6. 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): 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.
    • Sort Order: You can sort the invoices by Customer name, invoice date, invoice number, or total amount.
    • Cover Letter Template: you may select to add a cover letter to your printed invoices. Select that 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 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.
  7. Click Done to send the invoices.