Revenue categorized as receivable/invoice is revenue that has not yet been received because your nonprofit provided a service and you need to collect money from the individual, household, or organization. In order to notify a profile of their receivable revenue, you will need to create an invoice to send to them.
- Navigate to Accounting, click the Revenue drop-down from the navigation bar and then click Invoices.
- Check the box next to the receivable invoice.
- If you have entered revenue that is categorized as receivable/invoice, it must be posted in order to create an invoice.
- If you have entered revenue that is categorized as receivable/invoice, it must be posted in order to create an invoice.
- Enter the applicable information for your nonprofit, then click Create Invoices.
- This is an optional step and does not have to be completed in order to create an invoice.
- This is an optional step and does not have to be completed in order to create an invoice.
- A pdf file of the invoice will download onto your computer. (The downloaded pdf will display differently depending what web browser you are using. The screenshot below is taken from a Google Chrome web browser.)
- Print and mail the invoice to send the invoice via the post office.
- To quickly send the invoice, save the invoice to your computer and attach it to an email communication.
