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Generating invoices and then emailing to two customer groups

edited Jul 18, 2025 8:54PM in Ask A Guru 16 comments

Hello: I want to create invoices for two member types (this is for a non-profit association). One member type identified by "Category=Developed" in the customer record will be invoiced one amount, and the second member type identified by "Category=Undeveloped" will be invoiced a different amount. I then want to generate a bulk emailing so that members in those two categories get emails with the attached invoices. I have been through a number of help/training documents and it is still not clear to me the steps I have to follow to set this up and then execute

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