thankQ Help

By choosing the menu item 7Invoice/Mailing, Invoices and Mailings and Emails can be generated directly from the Memberships module.  

You can generate and invoice a mailing for a single membership or for all the memberships returned by a search.

Mailings for a single membership are merged directly into the template without going through the Mail Manager process.

To generate Invoices you would already have set up an appropriate invoice Word template. To generate letters that you want to mail to members, you will also need to set up an appropriate Word template for your letter.

Letters, Invoices and Emails can be sent to Members, Purchasers or Invoice Recipients. All documents can be logged back to thankQ where they will be displayed by clicking on the Communications tab. The document can be viewed by opening the attachment.

To generate an individual invoice, select Generate Invoice (this membership) via Mail Manager.

To generate multiple invoices, choose Generate Invoice (this selection) via Mail Manager.