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Send Invoices

Clara Siegele
  • Updated

The Invoice Now tool in the A/R Center can be used to send invoices via email to users or organizations with outstanding balances. 

 

 

Instructions

  1. Navigate to Financial > A/R Center
    financial ar center
  2. If needed, apply Filters
    filters
    • Note: The default From/To date range will be 1 month before and 1 month after the current date. We recommend reviewing the dates and adjusting as needed to find relevant invoices. 
  3. Click Invoice Now next to an item or select multiple items and click the Invoice Now (#) button at the top of the screen
    invoice now
  4. Review the invoice items and add any Notes
    invoice notes
  5. Click Send Now
    send now
  6. An Invoice Result screen will display with the number of invoices sent and any detected issues
    invoice result
  7. The user will receive an email with the invoice information and a Pay Now link
    invoice email
    • Note: Users will need to log in to CivicRec in order to pay their balance.
    • Note: Organization accounts will not need to log in to pay balances. 

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