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Create Event Invoices from Billing Module

Updated

  1. Click Billing in the left-hand menu.

  2. Click the Invoices tab.
    Or select Invoices in the Task List and click Create Invoices.
  3. From the Batch Type drop-down menu, select Event.
  4. Select the desired event by clicking the Event Name title.
    • If any invoicing for the event has been completed you will see a message that says: Match Found
    • If invoices have not been created you will see a message that says: New Batch

 

 

  1. Select Display uninvoiced registrations only if desired.
  2. In the list of invoices, select the invoices that you wish to create and how you would like to output the invoices: Email, Print, Both, None.
  3. Click Save Batch or Deliver Invoices. If clicking Save Batch, you can return to a batch of invoices at any time to deliver them (email or print them). If clicking Deliver Invoices, continue to the next step. Either choice, Save Batch or Deliver Invoices, will create the batch of invoices. Deliver Invoices will create the invoices and immediately open a window with options to print and/or email the invoices.
  4. If you have selected Deliver Invoices the Deliver Customer Invoices window will appear. The Delivery Method of Print Invoices is already selected. Those invoices with an Output selection (from the previous window) of Print or Both will be selected. Those invoices with an Output selection of Email or None will not be selected. Also, any invoice that does not have complete mailing address information will not be selected.
    NOTE: Changes made to the Contact Name or address on the Deliver Customer Invoices window do not modify the Member’s Account information. Permanent Billing Rep or address changes must be made in the Members module.
     

  5. Complete the Delivery Method selections as desired. See Deliver Invoices for more information.
    • Note: A default Invoice Template may be selected as desired by clicking Setup > Billing Options and Settings. Open the Appearance area and select a new Default Template. The templates may also be edited at this location. See Invoice Templates for more information.