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. From the Invoices page, you can select invoices to send by email or download in a .pdf format.  

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 you want to send by email or download as a .pdf file. 
   • To filter the list, enter date and profile filters, and then click Apply Filters.
   • If a receivable has multiple installments, each installment is listed as a separate invoice that can be selected.
     
     
4. Click Send Invoices.
   
   
5. Edit the templated email as needed, and then click Send. 
   • If the default invoice template has not yet been customized in your site, be sure to insert your organization's information in the top section of the template. More details on invoice templates are available in Customize and Configure the Default Invoice Template.
     
     
     
   • To download the invoices as a .pdf file, click Download.
     
     

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.