Answers.Body: <p>I can offer my experience here. I started off using Scheduled Reminders as an automated invoice and used tokens as you suggest for member specific details for the recipient.
  However I found that increasingly organisation would not accept an email based invoice and required an invoice in the form of a PDF attachment, even if the email invoice contained all the required info to make it a tax compliant Invoice.</p>
  <p>What I did instead was use the Scheduled Reminders to send out a Renewal Notice which contained a checksum link, so the member then renews the membership on our website page and clicks the option for 'Pay Later' and then an invoice as a PDF attachment is sent to them automatically with their renewal confirmation email.
  Hope that may help,
  Renaee.</p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-09-22T22:11:36.780Z
Answers.LastActivityDate: 2020-09-22T22:11:36.780Z
Answers.UserDisplayName: Renz
Answers.Body: <p>Scheduled reminders should provide you the required functionality.</p>
  <p>Administer -&gt; Communications -&gt; Schedule Reminder</p>
  <p>You should be able to set up the required reminders from there. Hopefully it's pretty self explanatory - however there is more information here:</p>
  <p><a href="https://docs.civicrm.org/user/en/latest/email/scheduled-reminders/#using-scheduled-reminders-for-memberships" rel="nofollow noreferrer">https://docs.civicrm.org/user/en/latest/email/scheduled-reminders/#using-scheduled-reminders-for-memberships</a></p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2020-09-22T04:31:40.827Z
Answers.LastActivityDate: 2020-09-22T04:31:40.827Z
Answers.UserDisplayName: Luke Stewart
Body: <p>I was wondering if there was a way to automate sending invoices. Specifically, I want an invoice to be sent when a membership is expiring in x amount of days.</p>
  <p>Currently, I'm thinking about using Message Templates to do this. Consequently, I'd be mimicking an invoice in a Message Template and use tokens to show prices and other info specific to the recipient/member.</p>
  <p>Is there any better way to accomplish this?</p>
  
Tags: <extension><email><scheduled-reminders><invoice><automation>
Title: Automated Invoices
ThreadText: # Automated Invoices
  
  (Asked by: username_0 on 2020-09-22)
  
  I was wondering if there was a way to automate sending invoices. Specifically, I want an invoice to be sent when a membership is expiring in x amount of days.
  
  Currently, I'm thinking about using Message Templates to do this. Consequently, I'd be mimicking an invoice in a Message Template and use tokens to show prices and other info specific to the recipient/member.
  
  Is there any better way to accomplish this?
  
  **Tags:** extension, email, scheduled-reminders, invoice, automation
  
  
  ---
  
  ## 2 answers
  
  ### Answer by username_1 on 2020-09-22. Score: 3
  
  I can offer my experience here. I started off using Scheduled Reminders as an automated invoice and used tokens as you suggest for member specific details for the recipient.
  However I found that increasingly organisation would not accept an email based invoice and required an invoice in the form of a PDF attachment, even if the email invoice contained all the required info to make it a tax compliant Invoice.
  
  What I did instead was use the Scheduled Reminders to send out a Renewal Notice which contained a checksum link, so the member then renews the membership on our website page and clicks the option for 'Pay Later' and then an invoice as a PDF attachment is sent to them automatically with their renewal confirmation email.
  Hope that may help,
  Renaee.
  
  
  ---
  
  ### Answer by username_2 on 2020-09-22. Score: 1
  
  Scheduled reminders should provide you the required functionality.
  
  Administer -> Communications -> Schedule Reminder
  
  You should be able to set up the required reminders from there. Hopefully it's pretty self explanatory - however there is more information here:
  
  <https://docs.civicrm.org/user/en/latest/email/scheduled-reminders/#using-scheduled-reminders-for-memberships>
  
  
  ---
  
  