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Check Invoice Delivery with Batch Tracking

Updated

What this does: Shows whether each batch of emailed invoices was delivered, and which contacts did not get theirs.

Applies to: GrowthZone Finance and Memberships. You need staff access to billing and email settings.

Before you start: Turn on Invoice Tracking Beta in Email Settings. Batches sent before that are not tracked.

Time needed: About 5 minutes.

Good to know:

  • Invoice Tracking must be enabled before batches will be recorded. Go to Marketing & Communication, Communication section, click Settings and select Email Settings, then turn on Invoice Tracking Beta at the very bottom of the page beneath the Unsubscribe Message.
    Email Settings page scrolled to the bottom, with the Invoice Tracking Beta toggle beneath the Unsubscribe Message boxed

The Bulk Email Tracking functionality provides you a way to verify that your batch invoices have been sent. Batches are tracked when invoices are delivered via All Sales/Invoices or Unsent Invoices (Finance, Billing section), or from the Unpaid page in Memberships.

Review a billing batch

  1. Go to Memberships, click Batch Tracking.
    Batch Tracking page showing the batch list with the Batch ID, Batch Name, Time Stamp and Status columns visible
  2. The Batch Tracking screen will display the following information:
    • Batch ID: This can also be used in the communication report for a more detailed view of what was sent.
    • Batch Name: The subject of the email sent.
    • Person Who Hit Send
    • Time Stamp: When the batch was sent.
    • Status: Provides the number of invoices that were delivered out of how many were attempted. The system will retry any failures 10 times, then log a failure.
    • Exception: Provides a clickable icon that will open a dialog to list the contacts that did not have a successful delivery.
      Close crop of a Batch Tracking row with the clickable Exception icon boxed
  3. In the Exception column, click the icon on any batch to review the contacts whose invoices were not delivered successfully.
    Exception dialog open over the Batch Tracking page, listing the contacts with unsuccessful delivery. Mask any real email address with a solid grey bar

Common pitfalls

  • Tracking not enabled: If batches are not appearing, confirm that Invoice Tracking Beta has been turned on in Email Settings — batches are only tracked once this setting is active.
  • Reading Status as final: The Status count reflects delivery attempts in progress. The system retries a failure 10 times before logging it, so check the Exception icon rather than assuming an incomplete count is a permanent failure.

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