Invoices Grid & Managing Invoices

Entering and managing invoices

What is the difference between an Invoice and an Invoice Mail Merge Template?
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
How can I attach an invoice to an email?
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
How do I print or email an invoice?
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
How do I enter a payment for an invoice?
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
How do I print or send a receipt for an invoice payment?
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
How do I acknowledge an invoice payment?
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
Can a partial payment be accepted for an invoice?
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
Can I write off an Invoice?
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