For ‘ALL’ members (Active, Dropped, Non-Member, Courtesy) - You will want to go to:
1. Billing
2. Reports Tab > under Receivables, click on Open Invoices
3. Uncheck Show Active/Courtesy members only (if you want ALL invoices whether they are dropped, non-member, etc.)
4. Refresh Report
5. Scroll to the bottom and click Resend Invoices
6. Scroll to the bottom of that box and set the Output Options
7. click Deliver Invoices
For just Member Fees & Dues (Active)
1. Billing
2. Reports Tab
3. Under Receivables, choose Open Invoices
4. Change the Item Type to Member Fees/Dues
5. Refresh Report
6. Scroll to the bottom and click Resend Invoices
7. Scroll to the bottom of that box and set the Output Options
8. Click Deliver Invoices
OR, under Transactions, you can choose the Invoice Summary
1. Billing
2. Reports Tab > under Transactions, click on Invoice Summary
3. Put in the date range of the invoice dates are you wanting
4. Change the Invoice Status to Open Invoice
5. Refresh Report
6. Scroll to the bottom and click Resend Invoices
7. Scroll to the bottom of that box and set the Output Options
8. click Deliver Invoices
9. Choose your cover letter template
10. Preview email before sending just to make sure it's correct
11. Send emails
By a Batch
1. Go to Billing
2. Reports Tab
3. Under Transactions, click on Batch Summary
4. Put the date of your invoices in the date field
5. Refresh Report
6. Click on the Batch Name
7. Change the Invoice Status to Open Invoices, this will take out all the paid invoices
8. Scroll to the bottom and click Resend Invoices
9. Scroll to the bottom of that box and set the Output Options to however you would like to send them
10. Click Deliver Invoices
11. Choose your template and cover letter if emailing (if printing, click the two boxes at the top to mark as delivered & save to the communication log)
12. Preview email (if emailing)
13. Preview invoices
14. Click Deliver Invoices or Print Invoices
Multiple Batches
1. Billing
2. Reports Tab
3. Under Transactions, click on Batch Summary
4. Choose a date from & through (this will be date of the invoices)
5. Refresh report
6. Click on one batch under Batch Listing
7. Next to Specific Batch, click on the link to the right of it
8. Click the first batch you need & hold down your CTRL key and click on the other batches needed
9. Click Continue
This will show you all the invoices in those batches & show who has and has not paid.
If delivering via BOTH (print & email):
Once you email or print the invoices and you need to:
1. Go to Billing
2. Reports Tab
3. Under Transactions, click on Batch Summary
4. Put the date of your invoices in the date field
5. Refresh Report
6. Click on the Batch Name
7. Scroll to the bottom and click Resend Invoices
8. Scroll to the bottom & Deliver Invoices
The ones that you emailed or printed, should say none when the box comes up after you click resend invoices.
Printing Mailing Labels for Invoices that have already been generated
1. Go to Billing
2. Reports Tab
3. Under Transactions, click on Batch Summary
4. Put the date of your invoices in the date field
5. Refresh Report
6. Click on the Batch Name
7. Scroll to the bottom and click Resend Invoices
8. Scroll to the bottom of that box and set the Output Options to Print
9. Click Print Mailing Labels - https://www.screencast.com/t/lyCXlGxzBffp