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Bulk Print Invoices for Fees

  • July 13, 2022
  • 2 replies
  • 284 views

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I had a request from a user wanting to know if there was a way to bulk print invoices for remaining fees owed at a site.

Best answer by Deborah Prosser

Hello, @farmerje and @mfischer. Yes, you are able to both bulk print and email invoices 🙂. Below are some instructions. Please reach back out if you have any questions. 

  • Create a view or use the users/assets explorer and set a filter for your payment processing app with the total balance being greater than zero. In my example below, I am gathering a list of students who have a balance greater than zero.
  • Then, check the boxes for the items you want included in the bulk print/email, select Other, and choose your payment processing app your district uses.
  • Next, select Generate Statement in the pop-up. Then, you will see the options for either printing or emailing the statements. 

2 replies

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  • Contributor
  • July 15, 2022

This would be a nice enhancement along with being able to bulk email.

 

Matt


Deborah Prosser
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  • iiQ Community Manager
  • Answer
  • July 19, 2022

Hello, @farmerje and @mfischer. Yes, you are able to both bulk print and email invoices 🙂. Below are some instructions. Please reach back out if you have any questions. 

  • Create a view or use the users/assets explorer and set a filter for your payment processing app with the total balance being greater than zero. In my example below, I am gathering a list of students who have a balance greater than zero.
  • Then, check the boxes for the items you want included in the bulk print/email, select Other, and choose your payment processing app your district uses.
  • Next, select Generate Statement in the pop-up. Then, you will see the options for either printing or emailing the statements.