Export Invoice data to Access database or TXT files
I would like a new Invoice Export to assist me to getting invoice data to access to print many invoices at one time via a report.
The export format would be either an access database (or individual text files that could be easily imported as individual tables into an Access database). It would understood that a custom invoice would need to created in Access by the Exporter.
The tables or individual files would mirror exactly what is returned when looking at the Macro button when editing Invoice Settings in Wild Apricot. The high level breakdown of the tables or individual files would be:
Contacts (including custom fields)
Members (including custom fields)
Event Registration Details (if applicable)
Finances (Header Invoice Data)
Finances (Invoice Details)
Thank you for considering this request.
Thanks for an idea, John - this seems reasonable. Let's see what others would say about it.
For now, you can do this as a workaround:
1. export Invoices, Contacts and Registration data in Excel/CSV,
2. import these tables into access
3. join all tables on Contact ID/UserID field and Registration/Invoice data - using Invoice# field
Hope this helps.