Invoices and payments improvements in member's profile
On the contact (not in admin mode) “invoices and payments” web page under the contact’s profile there are three column labels: “Date”, “Transaction”, and “Balance Due”.
Below this is a list of the financial transactions for the contact. When the contact makes donations the donation appears in the Transaction column as expected. However in the “Balance Due” column the amount of the donation appears. This is very confusing, misleading and incorrect. The column title should read “Amount”, not “Balance Due” since sometimes the amount is due and other times it is a donation. It does not appear that I have any control over the column titles in the financial template.
Would like to be able to customize how the invoice appears on the Members - My Profile. Thank you!
Dale, we had to rollback the changes. Naming column as "Amount" eventually turned out to be even more ambiguous in some situations (e.g. when we have partially paid invoice or payment).
So it seems we need some bigger redesign then just renaming a column.
Oleg aka ONe Apricot @ Payments team
Yes, indeed. Regarding tax deductible: do you think your members will need this as a self-service or better make it admin-only?
As for renaming a column - we have already pushed this change into next release, so stay tuned :)
Dale and Meg DeJager commented
It is difficult to address your broader question without major restructuring. That is why I was suggesting a rewording of the column name to use a word that would apply in all cases without confusion. It is simple to change it and I don't see any downside for existing users.
If you get me going on broader issues, this no longer remains simple. I'd like, for example, to be able to distinguish between membership dues that our tax deductible (like ours are) and membership dues that are not tax deductible (like other organizations). Ideally each payment (or amount on an invoice) could have a tax deductible status and we could run and email a nice report for a given date range for each contact summarizing their giving. Perhaps I should list this as a separate item on this board.
Thanks for sharing, Dale.
You are right, the column name is confusing for donations, but it's also shared for other transactions, where it's appropriate.
So I think not the column name alone, but design of Invoices and Payments tabs needs improvements, since we are mixing all amounts into one column.
Any ideas here?