Invoicing

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Hello all.  I'm new here & have a (hopefully) simple question.  How do I invoice?  Thanks in advance....
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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    I'm guessing by "invoice" you mean to send the donor a reminder to pay.  Go to Mail > Reminders.  You'll set all your selections for what records, funds, etc., here and can create your document.


    You can check the knowledgebase if you need more step by step instructions.  Search something like how to set up reminders.
  • Thank you!!

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