Generate an Invoice Across Multiple Records

You can now generate a single invoice across multiple records through a Set – see steps below!  The invoice will show the total outstanding balance for the entire Set, including a break down by record and by fee item.  It will ignore records in the Set that have a zero outstanding balance.  You also have the ability to email the invoice to your customers.

Steps:

1. Add the appropriate records to a Set.
2.  *IMPORTANT* Navigate to the Set tab > select a Set Type.  A new Set Type named Set Payment has been added to this list and can be selected but any of the other options will work too.  If a Set Type is not selected, you won’t see the invoice report in the next step.

    3. Navigate to the Set Member tab > place a check next to one record > hover over Reports > click Comprehensive Invoices for Set.

    ​4. The Invoice is ready to view/print/email.