Create Invoices or Statements

You can create an invoice by adding revenue and indicating that it is receivable. Once the receivable revenue is posted, an invoice is automatically added in the system. You can create a .pdf invoice to send to an individual or organization from the Invoices page. 

From the Statements page, you can also create a .pdf statement to send to an individual or organization, listing each of their unpaid invoices. 

Create Invoices

1. Navigate to Accounting. 
2. Click Revenue on the navigation bar, and then click Invoices. 
3. Check the box next to each invoice for which you want to create a .pdf invoice.
   • To filter the list, enter date and profile filters, and then click Apply Filters.
   • If multiple invoices are selected, the .pdf file includes a page break after each invoice.
     
     
4. Complete the applicable Nonprofit Info fields to include on each invoice, and then click Create Invoices.
   
   

The .pdf file downloads to your web browser.

Create Statements

1. Navigate to Accounting. 
2. Click Revenue on the navigation bar, and then click Statements. 
3. Enter a Date filter and optional Profiles filter, and then click Apply Filter.
   
   
4. Check the box next to each profile for which you want to create a .pdf statement.
   
   • If multiple profiles are selected, the .pdf file includes a page break after each profile's statement.
     
     
5. Complete the applicable Nonprofit Info fields to include on each statement, and then click Create Statements.
   
   

The .pdf file downloads to your web browser.