Resend a document

TABLE OF CONTENTS

• Introduction
• How to Resend Documents

Introduction

You can resend Invoices, Credit Notes and Receipts and Deposit receipts from Engage Fees by email (where enabled) or reprint them. You can reissue documents from the following Sales Analysis screens:

• Analyse Invoices > Invoices and Credit Notes
• Analyse Receipts > Receipt
• View Transaction Details > All transaction types
• View Account Details > All transaction types

How to Resend Documents

1. Go to Fees > Sales Analysis and select the correct option for the transaction type you wish to reverse.
2. Select the transaction.
3. To reprint select the reprint invoice or reprint receipt button from the tool bar. These buttons are only enabled where there is a re-printable document available. 
4. To email select the email button from the tool bar. This is only available where the bill payer has an email type delivery method enabled in Fees > Setup > Parent Default screen.

You can also email or reprint multiple invoices/credit notes from the Fees > Sales Analysis > Analyse Invoices screen or email multiple receipts from the Fees > Sales Analysis > Analyse Receipts screen.

For more information on resending transactions, please see the Engage Fees Collections guide (Sales Analysis section).