Resend or Print Invoices and Receipts

Overview

Invoices and receipts are automatically sent out as a part of the financial workflow.

In addition to the emails, members and contacts can also access their financial records directly from their Profile page from Invoices and payments tab, see View account history and pay invoices.

Administrators can also print out or resend any previously created invoice, donation receipt or payment receipt - e.g. if the buyer requires another copy.

To email or print an invoice, first search for and open invoice

Email invoice

To email the invoice, click on the [Email] button at the top of the page.

The Send to box will contain the email address of the contact by default. If needed, you can enter a different email address or additional email addresses separated by a comma.

The Subject box holds the subject to be displayed for the email - its default is your organization name followed by the invoice number. You can change the subject if needed.

Under Personal message enter an option greeting to display above the invoice. Below this box you will see a preview of the invoice being sent using your invoice template. To send the invoice, click the [Send email] button.
Note that the invoice template contains a direct link to the invoice that if clicked on will open the invoice. Once the invoice is opened it can be paid online.

Email payment receipt

Emailing a payment receipt is similar to emailing an invoice. First find the payment you want to send and then click on the [email] button. This receipt layout is also defined by a template.

Print invoice or Payment receipt

To print an invoice or payment receipt, click on [Preview & Email]. You will then see a preview of what you are about to print, laid out according to your template.

Click on [Print] to print it out, or on [Email] if you decide to email it instead.

See also

• Invoices - Overview
• Payments - Overview
• Find invoice
• Settings and customization of invoices and receipts