How to send Invoices and Statements to payers

Once you have generated your invoices and statements in ALIS, there are a couple of ways you can send these to payers. Find the right method for your payers in the sections below to learn how.

Invoices and Statements pages

Navigate to Billing → Invoices or Statements page. Both pages operate similarly. 

Before printing or emailing, set filters at the top of the page to target the correct documents, then click Refresh to update your table results.. 

Recommended filters include:

• Invoice Date / Statement Date: Update this filter to display documents dated for the upcoming month. By default, this field displays the current month's documents, which were likely distributed at the end of the previous month.
• Payment Status: Many communities filter for Unpaid invoices before distributing.
• Invoice Preference: Use this filter to separate documents by delivery method. Filter for Email options before emailing, and Hand Deliver and Mail options before printing.
• Email on File: Filters for documents addressed to payers with email addresses on file.
• Emailed: Set this filter to No to show only documents that have not already been emailed, preventing duplicate sends.

💡Best Practice: Maintain an Invoice Preference selection on each payer's contact details page. This makes filtering for emailing and printing significantly more efficient, and helps identify payer records that need updating. For more information, see this How to Add and Manage Payers guide.

Email Invoices and Statements

To email invoices or statements:

1. On the All Invoices or All Statements page, select one or more checkboxes, or use the checkbox at the top left to select all.
2. Click Email (All / Selected).
3. On the Email Invoices page, review the associated payers, email addresses, and any CC or BCC recipients.
4. Add or update email addresses as needed.
5. Click Email Invoices or Email Statements in the bottom right corner. 
6. Confirm in the pop-up to send.

Individual invoices and statements can also be emailed directly from a resident's profile. On the Invoice or Statement, click Options → Email (Invoice / Statement). 

Print Invoices and Statements

To print invoices or statements:

1. On the All Invoices or All Statements page.
2. Select one or more checkboxes, or use the checkbox at the top left to select all.
3. Click Print (All / Selected).  

ALIS generates a single PDF containing all selected Invoice or Statement documents, which can then be printed and mailed or hand delivered.

What size envelope should be used?

The Invoice PDF is formatted to display the recipient address correctly within a #9 business-envelope window, with table headers positioned outside the window area. 

Generating Mailing Labels

To generate mailing labels, navigate to the Payers report. Filter by Invoice Preference to display only the payers who need labels, and click Refresh.

1. Click Generate Mailing Labels.
2. Click here to download and save this template file to your computer with the MS Word (.docx or .doc) file format. 
3. Click Browse to upload the template file saved in Step 2.
   • 💡It is recommended to select the checkbox Print labels only for records with complete address information. If left unchecked, labels may only display a payer's name if no address is on file.
4. Click Generate Mailing Labels and save the file to your computer. This file is formatted for printing on label paper.

ALIS Connect

Payers can access their invoices and statements directly through ALIS Connect as soon as documents generate, eliminating the need to distribute them manually each month. 

For setup instructions, see the ALIS Connect Reference Guide.

Related Articles:

• How to Add and Manage Payers
• ALIS Monthly Invoicing
• How to Edit Invoices
• ALIS Connect Reference Guide

For more assistance: 888.404.ALIS (2547)  |  support@go-alis.com