Sending invoices

Sending invoices is the step where your prepared billing records are delivered to families. In Cadence Calendar, this is handled from the Invoices page, where you can review the invoices, select the ones you want to send, and confirm delivery in a controlled way.

Before you send invoices

Before you send anything, make sure the invoices are ready to go. This means checking that:

• the correct accounts are included
• the invoice date and due date are correct
• the amount reflects the intended charges and balance
• the family has an email address on file if you want the invoice delivered by email

This review step helps prevent mistakes and makes sure the invoices reflect the billing period you intended.

Open the Invoices page

Start by going to Invoices. This is the main place where invoice-related actions happen.

From this page, you can:

• filter invoices by status such as All, Overdue, Unsent, or Sent
• search for a specific family or invoice amount
• review the unpaid total
• choose which invoices you want to send

Using the filters first is often the fastest way to isolate the invoices that still need to be sent.

Filter and search for the right invoices

If you are sending invoices for a specific billing cycle, use the filters to narrow the list. For example:

• choose Unsent to see invoices that have not been emailed yet
• choose Overdue to focus on accounts that still need follow-up
• use search to find a specific family or amount

Filtering reduces the chance of sending the wrong invoice or missing one that still needs delivery.

Select the invoices to send

Once you have the right set of invoices visible, select them from the list.

You can:

• click the checkbox next to each invoice you want to include
• use Select All to include everything currently shown by your search and filter settings
• clear your selection if you need to start over

This makes it easy to send a single invoice or a full batch in one step.

Open the bulk send action

With one or more invoices selected, open the Actions menu and choose Send Invoices.

This opens a confirmation step where Cadence Calendar shows the invoices you selected. Review this carefully before continuing so you do not send the wrong batch.

Confirm and send

After reviewing the selected invoices, confirm the send. Once the action is completed:

• the invoices are emailed to the relevant family contacts
• the invoice statuses are updated to reflect that they were sent
• the selection is cleared so you can move on to the next task

You can also use the same menu for related tasks such as adding a payment in bulk, downloading PDFs, or deleting invoices if needed.

What happens after the invoices are sent

After sending, the invoices are no longer just pending records. They become part of your active billing workflow.

You may see:

• the invoice status change to Sent
• message history or communication records tied to the invoice
• reminder activity if the invoice later becomes overdue

This makes the Invoices page a useful place to track both the billing record and the communication history around it.

Important things to check before sending

Before you hit send, confirm that:

• the account has a valid email address
• the invoice details are correct
• the invoice is intended for the current billing period
• you are not sending duplicate invoices by mistake

If an account does not have an email address, the invoice may not be delivered as intended, so updating the contact details first is important.

Best practices

• Use filters first so you only send the invoices you actually intend to send.
• Send invoices in batches when you are processing a full billing cycle.
• Review account contact details before sending to avoid delivery issues.
• Keep your invoice and reminder workflow consistent so families receive clear billing communication.
• Use the message history and invoice status as a record of what has already been sent.

Summary

Sending invoices from the Invoices page lets you deliver billing records efficiently and keep your invoicing workflow organized. By filtering, selecting, and confirming the right invoices, you can send one invoice or a whole batch with confidence while keeping track of what has already been sent.