Deliver Renewal Invoices

Deliver Renewal Invoices via Email

1. Go to Finance, Billing section, click All Sales/Invoices. Filter the list to the date of the renewal invoices you created.
2. Click the drop-down arrow on the New Invoice button and click Email Invoices/Statements.
3. Select Invoice from the Deliver Type drop-down list.
4. Select the desired File Format from the drop-down list.
5. From the Invoice Template (Override) drop-down, select the invoice template to apply to these invoices. You can select all invoices using the top checkbox or select individual ones.
6. If you do not want voluntary fees included on the invoice, enable the Exclude Voluntary option.
7. Select a From address from the list.
8. Select a Cover Letter Template from the list.
9. Enter a Subject and message body if you have not selected a cover letter template.
10. Click the checkbox for the invoices you want to email, or click the top-most checkbox to select all.
11. Click Done. The selected invoices have now been emailed.

Deliver Renewal Invoices via Print

1. Go to Finance, Billing section, click All Sales/Invoices. Filter the list to the invoices you wish to deliver.
2. Click the drop-down arrow on the New Invoice button and click Print Invoices.
3. Select the desired File Format from the list.
4. From the Invoice Template (Override) drop-down, select the invoice template to apply. Select all invoices using the top checkbox or select individual ones.
5. Select the desired Cover Letter Template from the list.
6. Click the checkbox for the invoices you want to print, or click the top-most checkbox to select all.
7. Click Done to download and print the invoices.