Re-send an invoice by email

TABLE OF CONTENTS

• Introduction
• Re-send an invoice by email

Introduction

If you need to re-send an invoice to a bill payer, you can do this from any of the Sales Analysis screens that show invoices, e.g., View Account Details.

Re-send an invoice by email

1. Go to either Fees>Sales Analysis>Analyse Invoices, View Transaction Details, or the View Account Details
2. For the View Account Details screen, you will need to select the bill payer account before you can continue.
3. Use the filters to find the invoice to reprint and highlight it.
4. At the end of the row of icons above the main grid, select the email icon.
5. The Email invoices screen will open allowing you to select the email cover template to send with the invoice PDF attachment.
6. Select the Email button to send.

Note: Only bill payers that have a delivery method set to Email or Portal, in Fees>Setup>Parent Defaults can receive invoices by email.

If the email icon is not active, you cannot send the email this way. You could, however, use the reprint icon and save the invoice as a PDF and then attach it to an email sent from your normal emailing software.

For more information on working with the Sales analysis screens, please refer to the Engage Fees Collections guide (Sales Analysis section).