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

The most efficient way to send your invoices or statements is to start in the Invoices page or the Statements page. Go here by clicking the Billing menu at the top of your page in ALIS and selecting either Invoices or Statements. These pages operate very similarly.

Set filters at the top of the page to print or email the intended documents. It is recommended to verify the filters listed below:

• Update the Invoice Date to show you documents dated for next month. This defaults to the current month's documents, which you likely distributed at the end of last month!
• Payment Status: Mostly likely you want to filter for unpaid invoices.
• Invoice Preference: Filter for the Email options before emailing, and the Hand Deliver and Mail options before printing.*
• Email on File: This allows you to filter for only the documents addressed to payers who have email addresses on file.
• Emailed: You can use this to avoid emailing the same payer more than once! Filter for only people who have not already been emailed.

*The Invoice Preference filter is only useful if the Invoice Preference is selected for your payers on their contact details pages. 

Email

When you're ready to email the list of documents on the All Invoices or All Statements page, select all using the checkbox at the top left, or select multiple in the list. Click the Email button to review all the invoices and payers and email addresses, as well as any CC or BCC recipients. Once you have email addresses added for each selected document, click Email Invoices/Email Statements button at the bottom right.

You can also email invoices and statements directly from a resident's profile.

Mail with ALIS-generated labels

When you're ready to print the list of documents on the All Invoices or All Statements page, select all using the checkbox at the top left, or select multiple in the list. Click the Print button to generate a single PDF you can print and mail or hand deliver.

If you want to generate mailing labels, go to the Payers report.

1. You can filter for Invoice Preference to show only the people for whom you need labels.
2. Once the list of payers is filtered, click the Generate Mailing Labels button.
3. Click here and Save this template file to your computer with the MS Word (.docx or .doc) file format.
4. Click Browse to upload the Template file from Step 3.
   • It is recommended to click the checkbox 'Print labels only for records with complete address information'.
   • If you leave this unchecked, you may generate labels that only contain the name of a contact if they have no address information on their Contact Details page.
5. Click Generate Mailing Labels button and Save the file to your computer. This document will be ideal for printing on your label paper!

Visit the Avery website for more information about address templates and label paper.

https://www.avery.com/templates/5160

ALIS Connect

This isn't exactly a way to send the invoices and statements to your payers, but if you set up your payers to access these documents on ALIS Connect, you can save yourself a step each month!

Set up your payers to access ALIS Connect following instructions in this guide: How to Set Up ALIS Connect.

They can automatically review their bills here as soon as they generate!

Related Articles:

Monthly Invoicing with ALIS

Statements

How to Set a Resident Payer

ALIS Connect Reference Guide