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Membership Billing Features in Detail
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How to Email Membership Invoices

This process is very similar to printing Membership Invoices.

 

§         Click on the Email Membership Invoices  option.

 

§         The first step is to enter search criteria for the Membership Types you want to bill.  To bill a single member you may use the Contact and Company search fields.

 

§         You may change the Billing Method option which defaults to “Email Invoices”.

 

§         If you are resending previously emailed invoices, set the Include option to “Previously Emailed”.

 

§         When finished with criteria click the   button.

§         PortalProdigy automatically creates and sends the emails matching the specified criteria.  The invoice received by members appears as follows:

 

 

§         PORTALPRODIGY lists all memberships that it emailed an invoice to, as shown below.

 

 

§         Click  button to return to the Membership Billing options page.

§         You are finished.

 


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