Admin link:
Payment Admin

Admin navigation groups:
Administration, Other Modules

Printing or emailing receipts and invoices

Any time a payment record is generated in our system, it is stored in your Payment Admin area.  You can generate a receipt or an invoice from any payment record at any time, and you can either print it or email it to someone.

Here's how to find, print, and email individual invoices and receipts from Payment Admin:

  1. Find the payment record in question in your Payment Admin area.  There are two different ways to do this:

    1. Go to your Payment Admin link and use the filters at the top to find the payment record you wish to print an invoice or receipt for.  (See Finding payment transactions for more information on using the filters to locate a payment record.)

    2. Go to the module for which you want to print an invoice or receipt and find the link to the payment record.  For example, if you need to print an invoice for a calendar attendee, go to the calendar module and bring up the attendee list, find the attendee in question, and click the payment record link next to the attendee's name.  (Go to the help section for the module you're using if you want more instructions.)

  2. Once you find the payment record, you'll see two links: and .  Click the appropriate link to bring up the receipt or invoice for that payment in a separate window.  Once it's open, you can print it, you can save it as HTML, or you can convert it to PDF (assuming you have a PDF converter).  

  3. You can also email the invoice by clicking the Email invoice tab located on the record and verifying the email address for the member.

    For Example:

 

If you need to print a whole series of invoices or receipts, the above method will be too time-consuming.  Instead, you should download the payment records for which you want to print invoices or receipts (see Downloading payment transactions), and then use the spreadsheet to generate your printable invoices or receipts offline.  You can merge the spreadsheet to a Word document using Word's Mail Merge tool if you have that expertise; this will allow you to design the entire invoice or receipt structure as you see fit and print it out from Word.