Generating invoices

The invoice generating feature requires at least 1 group to be set up first. See Creating groups of members.

Most clubs create an All Members group or Saved Filter.

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Invoices can be bulk generated for members that have unpaid transactions and don't already have an invoice.

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Visit the Letter page under the Members menu.

Towards the bottom of the list of templates are 3 invoice-related templates.

There are 2 regular invoice templates which can be edited by the club to suit the purpose. See Editing the printable invoice templates.

The third template controls the content of the email the system sends out if you choose to email your invoices. See Sending invoices by email.

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To generate invoices for all members for all unpaid transactions. Select the group All members from the left dropdown. And select All unpaid transactions from the right dropdown. Then click the Generate PDF button.

The system shows a status page while it processes and creates the invoices:

Use this status page to check for any problems, like invoices not being generated for a member when they are expected. This means no unpaid transactions exist for the member, or they already have an invoice.

When it is finished, click the Accounts menu then Invoices to view the invoices generated.