Admin Level - Financial Admin - Full Access

In the Automatically send monthly invoices setup, if you select the Do not automatically send monthly invoices option, then it is up to you to email your invoices. This gives you the flexibility to email those you want, and avoids embarrassment if you make a mistake that affects everyone. Remember to email them at the beginning of the month.

Our system generates the invoices on the 1st of the month at 12:01 AM (either Australian Eastern Time, Pacific Time, or British Time, depending where your team is located). This process can take up to 3 to 4 hours. Once it finishes, here is how to send them to everyone.

  1. Navigate to Invoices & Payments.
    1. Chameleon users: In the side menu click Billing Admin > Invoices & Payments.
    2. New CMS users: In the side menu click Business Tools > Invoices & Payments.
  2. Set the Account Status filter to *Active (or --ALL Non-Canceled-- to include non-active accounts who still owe money).
  3. Set the Balance filter to w/ Balance $ and click Search.
    Accounts with balance filters
  4. Select all accounts (check mark to the left of Account Name column header to select all accounts) or specific account(s).
  5. Click Email Inv.
    Accounts, Email Inv button
  6. This will send the selected account(s) their total invoice amount and include a link to login to their account so they can see all the specific charges on the invoice.

To email a PDF invoice do the following. WARNING: You can ONLY do one account at a time. If you select more they will all get each other's invoice.

  1. Navigate to Invoices & Payments.
    1. Chameleon users: In the side menu click Billing Admin > Invoices & Payments.
    2. New CMS users: In the side menu click Business Tools > Invoices & Payments.
  2. Enter the account's last name in the Name field and click Search.
  3. Check the box by the desired account and click Print Invs
  4. Click the HERE link in Option 3: E-mail to selected Accounts.
  5. Click the same account on the left and click Add >>. You may optionally add any other accounts to send it to, such as a team admin or coach.
    E-Mail Export Invoices to PDF
  6. Click Send to Selected Account(s) Now and OK to confirm.

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See Also
Automatically send monthly invoices
Billing Simulation Report