Bulk create invoice/send invoice reminders
I'd like to be able to bulk send invoices to a set of users, Perhaps even do this on a regularly scheduled basis if the member has an outstanding balance. Sending these individually is a huge time sink for me.
I'd appreciate any guidance on how to do this.
My question was about invoices, not member renewals. I have a number of people who have not yet paid invoices for membership, events, etc. I am very sorry to hear that there is no way to collect outstanding payments.
The renewal policy for your membership levels includes two reminders after the renewal date has passed. This is the "grace period email notice" and the "lapsed email notice" You can use these emails to remind your members to pay their invoices. See this help page on how to customize your renewal reminders and actions: http://help.wildapricot.com/display/DOC/Membership+renewal+policy
It's not possible to re-send the invoices once they are already generated and sent.
Is there a way to send contacts with open invoices a reminder automatically (e.g. after 30 days)?
Or is it even possible to re-send all open invoices at one time?
Or is collections entirely a manual process?
You can have the system automatically generate and email the renewal invoices for your members. This is done by going into the Renewal policy tab for a membership level and enabling the 'Generate and email invoice' option. For more information, see: http://help.wildapricot.com/display/DOC/Membership+renewal+settings
It is currently not possible to send out bulk invoices out manually. Each invoice must be emailed individually to a user.