The Invoice Now tool in the A/R Center can be used to send invoices via email to users or organizations with outstanding balances.
Important Note
The Pay Link from the AR Center sent with the invoice will be available for 30 days after it is sent.
Instructions
- Navigate to the Financial tab, and then the A/R Center
- If needed, apply Filters
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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.
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- Click Invoice Now next to an item or select multiple items and click the Invoice Now (#) button at the top of the screen
- Review the invoice items and add any Notes
- Click Send Now
- An Invoice Result screen will display with the number of invoices sent and any detected issues
- The user will receive an email with the invoice information and a Pay Now link
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Note: Users will need to log in to CivicRec in order to pay their balance.
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Note: Organization accounts will not need to log in to pay balances.
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Comments
Let us know what was helpful or not helpful about the article.2 comments
when a payment is made how do I get notified? as the issuer of the invoice?
Hi Julie Peterson, Thanks for your comment! There is no notification for invoice payments. You can customize a transaction detail report and filter it for Invoice Transaction types only. Then you can schedule that custom report to run daily based on the previous day's data. Check out the Reports section of the IKB for articles to help with this: https://www.civicrec.civicplus.help/hc/en-us/sections/9935466034071-Reports Or reach out to support: https://www.civicrec.civicplus.help/hc/en-us/requests/new
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