Can I resend, compile, or export invoices from the AR Dashboard in bulk?

How do I resend, compile, or export invoices from the AR Dashboard in bulk?

Overview

The Actions menu on the AR Dashboard (top right of the window) gives you access to bulk functions that apply to whatever invoices are currently visible in the Outstanding Invoices section — so set your search and filter criteria first, then use Actions to work on that filtered list.

Resend a batch of invoices

1. Use the search and filter controls in Outstanding Invoices to narrow the list to the invoices you want (for example, all invoices 31–60 days late).
2. Click Actions > Resend Invoices.

This sends a copy of every invoice currently visible on the AR Dashboard — a quick way to send a reminder batch of unpaid or late invoices.

 Download a PDF of filtered invoices

1. Narrow the Outstanding Invoices list to the invoices you want using search and filters.
2. Click Actions > Compile Filtered Invoices.
3. Choose a format:
   • Basic — uses the same format the invoices went out in to Members and/or Households.
   • Advanced — formatted for folding and mailing in approved window envelopes.

 Download a CSV of invoice data

1. Narrow the Outstanding Invoices list to the invoices you want using search and filters.
2. Click Actions > Download Summary Data.

This downloads a CSV file with full information about every invoice matching your current search and filter criteria.