This Express Action lets you issue attendee invoices in bulk. You can read more about invoices here.
To Re-Issue invoices in bulk, use the Re-Issue Invoices action instead.
First, choose what type of output you want: ("Email" or "Print" if you want to send or give out invoices; or "Generate" if you just want the invoices changed from "Pending" to "Issued" in the attendee's financial records).
Note that you can't make any edits to an invoice after it's been issued.
For Email or Print, you also need to select normal invoices, Miscellaneous invoices, or both.
If you selected "Generate", only normal invoices can be generated, so this is selected by default and can't be changed.
Next, choose how you want the invoices ordered (for email or print):
- by ID number
- by Last Name, then First Name
- by Organization, then Last Name, then First Name
- by Invoice Number.
Then, click on the Target Group to choose who to include in the Express Action. [Click "Apply" to include all contact records in the event.]
Check under the Selected Records tab to make sure the correct records are included (and de-select records if necessary).
For this Express Action, only contacts with invoices that haven't yet been issued will appear in the Selected Records tab.
You can use all Selected Records, or just pick out some from within that list.
To exclude individual records, manually deselect them. You can select them again to include them if you change your mind.
You can also save the current list of Selected Records as a Data Snapshot.
To issue invoices by email:
Complete the email details as displayed.
Select Queue or Send Now to complete your email submission.
To issue invoices as printed documents:
Select Print to complete, and your invoice(s) will be available as PDF files.
To "Generate" invoices (change from Pending to Issued), select "Create".