Exclude Records

These checkboxes provide the opportunity to exclude patrons based on the settings within the Marketing tab on the patron record. For more information on the Marketing tab click here.

Household Options

Use Household Options to indicate which patrons will receive the invoice. Options include:

• All Patrons. All patrons who match the criteria will receive an invoice.
• Primary Patrons Only. If anyone within the household matches the criteria, the Primary Patron will receive the Invoice.
• Non-Primary Patrons Only. In a non-primary patron matches the criteria, they will receive the invoice. Primary Patrons are excluded.

The criteria window

Criteria used to batch print invoices is entered here using the button. For more information on how to add criteria to a report or invoice, click here.

Proceeds to the next tab in the Print Invoices Criteria.

Cancels the adding of criteria and clears the window.

Completes the addition of criteria and the sorting of data, and begins to generate the invoice.