Can we have an option to create and send a pdf of the invoice
We are getting requests from event attendees for a pdf or a hardcopy of the invoice as organisations won't accept an email as an official invoice
Jo Buckley commented
With an ever increasing focus on security we need the ability to auto send an invoice as a secured PDF file attachment rather being in the body of an email where it could be manipulated. Having invoiced for membership fees etc an increasing number of accounts dept will not process the invoice in the current format, delaying our payments and asking for the invoice to be re-issued in PDF format to satisfy their accounting processes
Todd Stearns commented
Your system sends membership renewal reminder, which is great. Why not include a PDF document of that invoice automatically? Then it saves us from having to manually go in and generate one. Much easier.
Todd Stearns commented
Hi. Occasionally, we have to generate invoices for members not on auto-pay. Wild Apricot's process for doing so is clunky and should be streamlined. I should be able to generate the invoice and have the option to save it as a PDF file right from the invoice menu. I should also be able to have the ability to e-mail it directly (which IS there) to a DIFFERENT e-mail than what is saved in the member details because many organizations prefer to have invoices sent to their accounting departments.
Rosemary Hancock commented
Would be good if members could download a a PDF of their invoice - in the same format as we have set in the templates
Sonia Harvey commented
YES PLEASE!!!!!!! This would be so helpful as I have corporate members who need this option. Very time consuming for us to provide ourselves when consistently requested.
This is the one hurdle we are facing. Our members often need to print out or store properly formatted invoices for compliance issues and not being able to send a PDF invoice is incredible frustrating.
Please make this happen WA!
Michelle Martin commented
I am having an issue. Some of our clients need to be able to print a professional invoice that can then be given to their accounting department and printing the email does not suffice. Is there any way that a PDF can be attached when someone selects "invoice me" or when we are sending out manual invoices etc.
Theoretically, this module should be saving us time but now it is costing us time because we are having to login and find/print/PDF/send the invoice.
Your consideration is greatly appreciated.
We have issues with a number corporate members whose policies require a PDF version fitting the page neatly so it appears as a legitimate invoice. At the moment we have to produce and email them manually.
Damian Golding commented
This issue is making us look unprofessional. We have resorted to including notes on our invoices on how to print a pdf from the browser. Needs to be fixed asap.
one more thing - this might be a deal breaker for us.... will it be for anyone else, if so, it might push this to the top of the list.
I am desperate (or my members are) to have this feature
Sally Bunce commented
Please, please, please make invoices .pdf. So many of our members use purchasing systems that all require pdf's. Come on Wild Apricot - you're a bit behind the times here!
Also, the 'View online" option is hopeless as the tax number drops off and not all the information is displayed.
Barry Walker commented
This feature is really needed quickly, The Canadian Revenue Agency will not accept email receipts as proof of charitable donations from my donors.
This facility would be extremely useful as it is a requirement of many of the organisations we work with.
This is one of the hottest topics for us, and we will try to fix this later this year. But no promises yet - we are prettey busy with othere features coming.
Oleg, Product owner @ Payments team
Ruth Thompson commented
Dear Wild Apricot Support,
Can you please introduce an option where invoices be converted to a PDF and added as an attachment to the emails that are dispatched automatically regarding invoices?
Some of our clients have advised that an embedded invoice into an email is not good enough to pay on.
This is required by our biggest payer, our state government. As a consequence, our admin has to double handle over 1000 invoices.... Wordpress has this worked out quite nicely. This was promised last year.
This is really urgent for us.
No updates by this moment.
The only thing I can suggest as a workaround is using Word Mail Merge feature, based on invoice export, but it has some limitations (e.g. line-items not available in export).
Oleg from Payments team
Denise Deonarine commented
Dear Support, can you please introduce an option where invoices be converted to a PDF and added as an attachment to the emails that are dispatched automatically regarding invoices?
Some of our clients have advised that an embedded invoice into an email would not suffice as a valid support.
As a result, we export the invoices from Wild Apricot to Word, format them and then covert to a PDF document. However, this is time consuming. Thanks!!!!
A. Wesley Jones commented
Any update on this? We are having a huge issue with this for two reasons: 1) Many government organizations will not accept web printed invoices; and 2) Most of the time people are not print the entire invoice - everything won't appear on one sheet of paper.
Basically our board is discussing changing membership software because it's becoming such a hassle. We are having to create invoices in Word for people, which is wasting a lot of time and the whole point of using this system.
Nancy Michaelsen commented
I absonlutely agree with this. This has been a headache with our events. Sometimes people get an emailed invoice and don't see it, or it's caught in spam. So they view it online, but it doesn't have any info except what to pay. No Vendor, no mailing instructions (if mailing payment). So the end result is that we have to go in manually and re-email an invoice, and hope it goes through.
I think that the "View Invoice" should look just like the invoice that is emailed out. The current format is limited, and results in more work for the administrator to re-send out the emailed invoice.
I would put this as a HIGH PRIORITY. All views of the invoices should look the same.