- How to access
- Invoice Notification Content
- How do I know which template to edit?
- To send a manual email with a link to an invoice
You may need to resend an invoice to a user after it has already been initially sent to them, or send that same invoice to someone else. This is possible through the Invoices tab.
How to access
There are two methods that allow you to resend an invoice. For the first, hover over the Financial tab at the top of the admin home page, then choose the Invoices tab from the drop-down. Once here, locate the invoice you need to resend (you can use the search box in the upper right-hand corner of the page to do this). Once you do, check the tag box that is just to the left of the listed invoice number. This is represented in the screenshot below.
- This shows where you can search for an invoice number or the user's name that is attached to the invoice.
- Check this box to tag the invoice you want to resend.
- Click the Actions tab after tagging the invoice you want to resend.
- Choose the Email Tagged Invoice option to resend the invoice.
If you've only tagged a single invoice, it will give you the option to either send the invoice to the email address attached to the user's profile, or to enter a new email address in which to send the invoice. Entering a new email address will not overwrite the email address in the user's profile. You can also choose to send the invoice to multiple email addresses. This option will look like the below.
For the second method, enter a user's profile, then click on the Invoices tab. Once you do, you'll see a list of all the profile's invoices. A Resend button will hover out to the right of any open invoice. Click this button to resend the invoice. This will look like the below.
Invoice Notification Content
When you resend an invoice, the notification that goes out with the invoice is the new invoice notification, which is housed within an invoice template. Invoice templates can be located by going to your Invoices tab, then clicking on the icon in the screenshot below.
Once you've clicked the above icon, locate the invoice template that the invoice you're attempting to resend is attached to, hover over the name of the invoice template, then click the Edit button that appears on the right side of the page. Once you do, you will see the below screenshot, which contains all notifications attached to the chosen invoice template. Choose to edit the new invoice email notification, which is highlighted in the screenshot below.
Edit this notification to have it say what you want for when the invoice sends out, then save your changes.
How do I know which template to edit?
If the invoice you're attempting to resend is listed as a renewal invoice, then check which template it's attached to by choosing to edit the settings of the user's Member Type by going to Database->Member Types->Edit Settings next to their Member Type. The template attached to their Member Type is listed here. If the invoice was generated by a form, choose to edit the form that generated it, then click the Properties button at the top of the Payment section, which is just above the Confirmation section at the bottom of the page. The template will be listed there. If it's an ad-hoc invoice, then you will have chosen the template you want it to be attached to when the invoice was first created.
To send a manual email with an invoice link
If you want to send a link to an invoice in a manual email, navigate to the member's profile > Invoices tab > select the invoice. Then, click the COPY LINK TO INVOICE button.
This will copy the invoice URL. Then, see here to send out a manual email to the member. You can copy and paste that link in your email.