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Bulk create invoice/send invoice reminders

Hello,

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.

Thank you

Dale

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Dale Koetke shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • FenMan commented  ·   ·  Flag as inappropriate

    Hi,

    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.

  • anonymous_96.44.245.50 commented  ·   ·  Flag as inappropriate

    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.

  • FenMan commented  ·   ·  Flag as inappropriate

    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?

  • anonymous_96.44.245.50 commented  ·   ·  Flag as inappropriate

    Hi Dale,

    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.

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