Invoices Grid & Managing Invoices
Entering and managing invoices
The invoice is the document linked to the transaction. This could be an event purchase, membership, sponsorship, pledge, or other transaction that is outsta...
Fri, 21 Aug, 2026 at 2:02 PM
The invoice and the cover letter can be sent together using the individual mail merge or Print/Email Mail Merge feature under the Actions menu on the main I...
Mon, 24 Aug, 2026 at 10:26 AM
You can print or email an invoice using the Print/Email Mail Merge feature from the Invoices grid. A cover letter must first be created in Mail Merge Invoic...
Mon, 24 Aug, 2026 at 10:27 AM
Credit Card If paying by credit card, you or the constituent can click on the link to the invoice's Payment Page URL to enter the payment informatio...
Mon, 24 Aug, 2026 at 4:23 PM
A thank you email with transaction information is sent automatically for invoices that are paid via credit card through the invoice link. You can edit this ...
Wed, 7 Aug, 2024 at 12:22 PM
After an invoice payment transaction has been recorded, you can generate a mail merge letter to acknowledge it. This mail merge letter can allow for specifi...
Wed, 19 Aug, 2026 at 12:51 PM
A partial payment for an invoice can be accepted if it was originally set up for partial payments. Partial payments allow the constituent to pay a lesser am...
Mon, 24 Aug, 2026 at 4:45 PM
Yes, for Invoices that have a due balance that are no longer going to be paid you now have the ability to updated them with a write off. On the main Invoice...
Mon, 24 Aug, 2026 at 4:47 PM