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Message Filtered Members About One-Time Charges

Send an email to the members behind the payments currently showing in a One-Time Charge’s receipt list.

Steps

  1. Click on the Payments tab on the vertical Dashboard menu at the left side of the screen, then click One-Time Charges.
  2. Find the charge and click its View Summary (magnifying glass) icon in the ACTIONS column.
  3. Adjust the Date Range and search filters as needed — see Filter the Receipt List on a One-Time Charge Summary — so only the invoices you want to message are showing.
  4. Click the One-Time Charge Actions button and select Message Filtered Members.
  5. In the MESSAGE MEMBERS window (its header confirms You Have [X] Invoice(s) Selected), enter an Email Subject and compose your message using the formatting toolbar and file attachment option.
  6. Alternatively, check Use template to send one of your organization’s Message Center Custom Templates instead — choose it from Select Template (with a Change link to pick a different one).
  7. Choose when to send it: Now sends immediately, while Schedule for later reveals a date and time picker.
  8. Click Send.

To exit without sending, click Cancel or the X in the top right corner.

Note: A scheduled send time is in Eastern Time and is approximate — messages are queued for overall delivery rather than sent at the exact minute selected.