Upon creating an invoice the member won't be able to view it until they have received a notice. They also won't receive any automatic reminders or overdue notices until the notice has been sent.

  • Invoices where the notices haven't been sent will be marked as "Not Sent." You can view all of them together by going to the "Not Sent Invoices" tab
  • To send a notice use the checkboxes () to mark the invoice(s) and click the button
  • The member will be sent an invoice notification email at the Email listed in the invoice. Included in this email is a link to view the printable invoice, the invoice total, amount due and due date. When logged in the member will now see the invoice in their invoice list
  • If you don't want to send a notice, but want the member to be able to see the invoice you can use the checkboxes and perform the Notice: Set to: Sent action
  • After the Notice has been sent you can continue to use the button. Members will receive one email per invoice each time this button is used. If it is before or on the due date they will be sent an "Invoice # Reminder" email. If it is after the due date they will be sent an "Invoice # Overdue" email

  • Invoice notice emails include the total balance due of all invoices for a member in addition to the balance due for that particular invoice