print invoice by members
Currently, When a member renews, the dialogue has a button to view/print the renewal invoice. When clicked, the screen shows some of the information contained on the invoice, but not an entire, formal invoice. Some of our members would like to generate a full formal invoice (with all the headings, terms, mailing information, etc. that is on the invoices that get generated in the WA invoicing module). Instead of presenting just the invoice information, how about using the invoice generator to generate a proper invoice for viewing and printing? Looks like functionality is already there.....
Oh, and can we get an actual Print Invoice button? There isn't one there currently, even though the system implies there is.
CVMG web Administrator
shared this idea
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IAPN Admin
commented
A basic feature of most any website that produces a billing statement or processes a transaction, allows its users (members) to download a .PDF, .csv or other file types needed for accounting, records or bookkeeping purposes. WildApricot website builder suggests by allowing administrators to create Invoice templates, that these will be added to invoices when issued to their members, however, Personify ZenDesk customer support claims that this feature does not exists and that an invoice can only be manually output by an administrator from the dashboard.
Invoices as files for members to access either by the email they received the invoice in or from a download link or area within the member's profile page when logged in is extremely critical and a major inconvenience not to have this available. It was not until invoices were issued to our membership using the website for the first time, that we discovered this was the case. With a large body of members inquiring about getting a copy of their invoices, not just the embedded form found in their online member account, we are struggling with issuing them manually upon request.
It appears this has been requested a few times over the years and it is simply astonishing that the feature is not available on the member side.
Please rectify this and understand the urgency that we request it be implemented.
Thank you for your time and attention to this matter.
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Anonymous
commented
Member has asked for a way to print a pdf version of invoice. Currently this is Admin functionality, but the end user can only use browser tools to print the screen and it does not print as cleanly.
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Mike T commented
I am new and going through my first renewal process with corporate members. I modified the invoice format to show the company address and made it look a bit more of a formal company invoice. Why can't a member print this invoice on their own rather than a very shortened page that says invoice but is not formatted like a traditional invoice? About 80% of my corporate members have asked for a more traditional invoice which I have to manually print and email to them. If I can hit the print button, why can't they?
