Email Invoices to Members with Outstanding Balances

Modified on Mon, 04 Mar 2019 at 11:28 AM

Quick Process

  • Build a search of members with outstanding invoices using the drop menu to select your search parameters, for example;
    • Membership Type (is or is not)
    • Outstanding Invoice Amount  is more than or 
    • Outstanding Days is more than
      • add additional search criteria as required
    • Save the Search 

  • From the members List View screen, select the Financials (Invoice) icon on the main menu

  • Select the Invoices tab
  • Tick the Use Search Results check box
    • This will include only the members listed in the Search
    • Tick the Exclude Payment Plan check box  - this will exclude any member in the Search who has an invoice with a payment plan
    • Enter the Issue Date Range to only include invoices raised on a  particular date or within a certain period of time
  • Select all members in the invoice list (use Control, A on your keyboard)
  • Select the Mail icon from the main menu

  • The system will output the invoices (this may take a few minutes) and open the Mail screen
  • Create a new letter or select an existing letter from the drop menu
  • Select Preview Emails

  • Enter an email subject in the Preview window
  • Select Send

Note: Before you preview your emails there is an option to remove a member from the Mailing List:

  • Select the member to be excluded from the group mail out
  • Select the Remove Selected icon

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