Purpose: Generates annual administrative fee invoices. The report layout is customized for each association. See the Invoices report for all other fees.
Launch Point: This report can be launched from the following location(s):
•Review → Reports → Financial →
Example: When the report is launched the report wizard will open
Includes options for who to invoice (all firms/persons with a balance due, one selected firm, one selected person, or one selected billing class), invoice message, invoice date, sort order, billing date, age of past due transaction, and delivery method (email if available, otherwise mail or mail only).