Invoices

 

Purpose:  Generates invoices for the specified fee(s). The report layout is customized for each association.

 

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 transaction date range, invoice message, invoice date, who to invoice (all firms/persons with postings, one selected firm, or one selected person), account(s) to invoice (all accounts, annual administrative fee, or one of the association specified accounts 2-9), exclude those with an email, and delivery method (email if available, otherwise mail or mail only).