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Status Not Prioritized
Created by Guest
Created on Aug 1, 2024

Send a payment reminder from a constituent's profile

Send a payment reminder from a constituent's profile so that you can quickly generate the invoice while you're looking at their record instead of sending it through the Communications section.

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  • Guest
    Jul 14, 2025

    Being able to generate an invoice directly from a transaction, instead of creating one outside of Bloomerang, then attaching it to the timeline, would be more streamlined & allow for better tracking.