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Emailing or printing invoices and receipts

Payment receipts are sent automatically for online payments only. For manually recorded payments, you must manually email the receipt to the contact. Administrators can view, print, or resend any previously created invoice, donation receipt, or payment receipt (e.g. if the buyer requires another copy).

Members and contacts can also access their financial records, including invoices and payment receipts, directly from the Invoices and payments tab of their profile page.

Emailing an invoice

To email an invoice, first search for and open the invoice .

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From the invoice details, click the Email button at the top of the page.

On the screen that appears, you review and finalize the email.

The Send to box contains 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 displays the subject line for the email – it defaults to 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 default 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. You can customize the invoice template and remove the link if desired.

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Do not re-send a previously sent invoice from the email log – the macros will not work. Always open the actual invoice and email it from there.

Printing an invoice

To email or print an invoice, search for and open the invoice .

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From the invoice details, click Preview & Print.

You will then see a preview of what you are about to print, laid out according to your template.

Click Print to print the invoice or receipt, or Email to email it instead.

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If your logo isn't printing on your invoices, follow these steps: 

  1. Go to Settings -> Traffic encryption (HTTPS / SSL)
  2. Select a different encryption option then select your original option.
  3. Click Save.

Your logo should now appear when you print your invoice.

Emailing payment receipts

To email a payment receipt, find and open the payment .

 Read more/less

Then, click on the Email button.

On the screen that appears, you can review and finalize the email.

The receipt layout is defined by a template that you can customize.

When you are finishing reviewing the email, click the Send email button.

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Do not re-send a previously sent receipt from the email log – the macros will not work. Always open the actual receipt and email it from there.

Printing payment receipts

To print a payment receipt, find and open the payment.

 Read more/less

From the payment details, click Preview & Print .

You will then see a preview of what you are about to print, laid out according to your template.

Click Print to print the receipt, or Email to email it instead.

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