Invoicing Donors

Create an eInvoice
To create an Invoice, simply click on Pay Tools > Invoices > New Invoice
Tue, May 15, 2018 at 10:16 PM
Create Items
Items are predetermined payment categories that you may assign to your donors.   To create items, simply click on Manage > Items > Add:
Wed, Nov 4, 2015 at 4:21 PM
Setup Recurring Invoices for Students
To setup a recurring invoice, simply check the Schedule Recurring Invoice box when creating an invoice for a student
Wed, Nov 4, 2015 at 4:24 PM
Send Invoices as PDF
To send invoices as a PDF: Go to Pay Tools > E-Invoices  Locate the invoice you would like to send and click View On this new page, scr...
Wed, Nov 4, 2015 at 4:27 PM
Determine Invoice Status
To determine the status of your invoices, go to Pay Tools > E-Invoices, and you can sort through the status list of all of your invoices.  You can also...
Wed, Nov 4, 2015 at 4:30 PM
What reporting capabilities do I have?
You have the ability to view: Who has paid their invoice Which invoices have been opened Which invoices have been drafted Which invoic...
Wed, Nov 4, 2015 at 4:31 PM
What invoice statuses are available?
Draft Sent Opened Paid Closed
Wed, Nov 4, 2015 at 4:31 PM
Edit or Delete an Invoice
To edit or delete an invoice, simply click on the Edit button on an invoice in the eInvoice dashboard. On the Edit eInvoice page, edit your invoice detai...
Wed, Nov 4, 2015 at 4:40 PM