Step 4: Send or generate invoices (group)

You can send an invoice to one group or in bulk.

Send invoice to one group
Edit the group via the group list in the group module.
Go to the invoices tab:

Use the 'Preview invoice' button to view the invoice on your screen before you email it.

When you click the 'Send invoice' button, you will first get a confirmation screen:

If you confirm, the email will be send. Choosing 'No' will cancel sending the invoice.

After you send the invoice to a group, the screen will look like this.

You can edit the invoice to make small changes with the edit icon
You can recreate the invoice
Tip: when a group has paid the invoice, you can use the recreate option to resend the last invoice, but now with the paid amount on it.
You can also use the recreate option when the first invoice was sent to the group address and it should have been the billing address. After you entered the billing address (and your module setting is send invoice primarily to billing address), the last invoice will be recreated with the new address, but with the same invoice number, items, amounts etc.
And you can view the invoice as a PDF

Send the invoices in bulk
You can also send the invoices in bulk to more groups.
Please select the 'Send invoice' option after clicking the envelope icon in the group list.

Select the invoices you want to send in the following screen and click 'Send invoice(s)' in the bottom of the screen.

Use the 'Checkbox selection tool' to 'Select From / To' and 'Deselect From / To' to allow you to quickly select or deselect a range of checkboxes. Click on one checkbox, then click on another, and both these checkboxes and all checkboxes in between will be selected or deselected.

'Select By ID' is only available when the table includes an ID column, and allows you to select your desired checkboxes by entering comma-separated IDs into the dialog.

Create invoices without sending

You can also generate invoices without sending them. Use the 'Generate invoices' button for this.

On the next page select which groups you want to generate the invoice for without sending it and click the 'Generate invoice(s)' button on the bottom of the screen.



Step 5: Send reminders (group)