member profile financial document
Currently a person gets an invoice via email. That same invoice (visually) can not be recreated through their member profile or any other way. I'd like the ability for invoices to look the same regardless of how they were accessed (email, online, pdf bulk download - crossing my fingers this will be a thing soon). Make it possible for an invoice to also be downloaded through a members portal in the same format/template as the original email template. The online "financial document" system page provides inadequate information for the payee. Alternately, if the financial document system page script could be edited to provide adequate information that would be acceptable too.
Teri, thanks for posting this.
No good news here - it is very unlikely we will get here this year. The only workaround I can suggest is using our API to get invoices (by number, contact or daterange) - but it requires some development on your side.
More information is in this help article: https://help.wildapricot.com/display/DOC/API+Version+2
Oleg, Product Designer @ Payments team
Teri Edwards commented
I have been begging for a .pdf bulk download for 4 years!! Please!