How to send an invoice that was already created

Note: Each contact should be able to pull their invoices from their HBA accounts. However, if you need to manually send them an invoice for some reason you can follow these steps.

  1. 1. Click on Contacts

    Click on Contacts

  2. 2. In the search field type the email address of the contact, or you can type last name, and then first name. Click enter

    In the search field type the email address of the contact, or you can type last name, and then first name. Click enter

  3. 3. Double click on the contact

    Double click on the contact

  4. 4. Click on More Tabs

    Click on More Tabs

  5. 5. Click on Invoices

    Click on Invoices

  6. 6. Click on Invoice Date

    Click on Invoice Date

  7. 7. Click on Newer to older

    Click on Newer to older

  8. 8. Double click on the invoice you want to open

    Double click on the invoice you want to open

  9. 9. There are two ways to send an invoice. You can export it to a PDF by following steps 10-14 - OR - you can send them a URL link by following steps 15-18

  10. 10. Click on More commands

    Click on More commands

  11. 11. Click on Run Report

    Click on Run Report

  12. 12. Click on HBA Print Invoice

    Click on HBA Print Invoice

  13. 13. Click on Export

    Click on Export

  14. 14. Click on Acrobat (PDF) file

    Click on Acrobat (PDF) file

  15. 15. Click on Administration

    Click on Administration

  16. 16. Click on Invoice GUID

    Click on Invoice GUID

  17. 17. Copy the text from the Invoice GUID field

    Copy the text from the Invoice GUID field

  18. 18. Open a new tab in your browser and take this URL link: https://my.hbanet.org/EVENTS-PROGRAMS/AddEdit/EventDetails/MeetingID/AFEFEC4B-481E-4788-A883-5BFC3F8654B4 Everything after the "MeetingID/" in the above listed URL will be replaced with the Invoice GUID that yo