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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

thanks derek

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derek shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

42 comments

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  • colin commented  ·   ·  Flag as inappropriate

    I would like to add my voice to this list. I need to be able to present soft-copy storeable finance documents to our members, especially invoices in Australian tax invoice format. I have amended the invoice email template and that will work for some members, but not all.

  • Camilla Elmes commented  ·   ·  Flag as inappropriate

    Our clients also have the need for a PDF version of their invoices, either to be included in automatically sent invoice emails, also to be able to download a pdf copy of their invoice when they are logged in to their member profile. This is a huge obstacle in not being able to offer this facility, it is not really a nice to have option, more of a professional necessity. Are there any updates on when this might be implemented?

  • Anonymous commented  ·   ·  Flag as inappropriate

    when will this option of sending an invoice as a pdf be available. I see requests have been made since 2015.

  • Sally Bunce commented  ·   ·  Flag as inappropriate

    I frequently receive complaints that the invoices don't print well and a lot of accounts departments require pdf's now. This would be a fantastic addition to your product!

  • LeoniAAGE commented  ·   ·  Flag as inappropriate

    Most of our members require PDFs of their tax invoices and payment receipts and I've received numerous complaints that they are not sent in this format or downloadable from the website. Would be great to automatically attach PDF copies to these emails, or have the option for invoices and receipts to be downloaded from the website.

  • rwta.wildapricot.org commented  ·   ·  Flag as inappropriate

    We are also getting frequent requests for Invoices as PDFs. In our association the members are businesses and need to submit the invoices to an accounts department.

  • AdminTeam Payments (Payments and Finances features, Wild Apricot by Personify) commented  ·   ·  Flag as inappropriate

    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

  • Bonnie commented  ·   ·  Flag as inappropriate

    The option for a pdf of the invoice to be sent automatically with an emailed invoice would be very helpful.

  • Melissa commented  ·   ·  Flag as inappropriate

    It would be nice if this worked liked Quickbooks Online (QBO). You can send the invoice via email (within the email) and then a PDF attached goes with it or there is a link for the PDF attachment. Most companies do want an actual letter sized invoice with invoice across the top of it.

  • Paul commented  ·   ·  Flag as inappropriate

    I note that this was was first raised in 2015 - has anything been actioned on this. I agree with Julie, many businesses will query this format

  • Amy commented  ·   ·  Flag as inappropriate

    This has been requested by many of our members too. Would be great!

  • Josie commented  ·   ·  Flag as inappropriate

    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.

  • Julie commented  ·   ·  Flag as inappropriate

    This option is really needed because an invoice sent by email can be altered when it is forwarded (to accounts payable for example). As a result, it is not accepted by a number of companies.

  • Patrick Murphy commented  ·   ·  Flag as inappropriate

    This is not #1, but it is important for my non-US members. They need invoices that have certain information including the association's name, address and (optional) bank info or tax ID. The WildApricot email invoice template can be edited to add this. But the online invoice does NOT have this. It should be possible for me to add this either by checkboxes (e.g. Wild Apricot adds it) or manually just like email templates. The important reason is that a member logging into their account cannot see the email invoice (which has the correct info for European accounting), they only see the Wild Apricot invoice record which doesn't even say what association created the invoice. I hope this request is clear, because my European members are clearly mad at not having this info on their invoices!

  • Tony commented  ·   ·  Flag as inappropriate

    make invoices; receipts; documents be able to be sent/ uploaded as an attachment pdf file separate from the print pdf feature

  • Anonymous commented  ·   ·  Flag as inappropriate

    I have the same issues with companies no accepting an email invoice as an official document. There is often an approvals process on the payers end and may need sign off by more than one person to pay and then to process by the accounts team. This capability would certainly be a welcome improvement for me!

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