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
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.
Eugene Marquess commented
I think this must be a universal issue for most organizations. Majority of clients are OK with email invoice but some clients still want PDF hardcopy. So please integrate this if possible WA.
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
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?
Lisa Acret commented
when will this option of sending an invoice as a pdf be available. I see requests have been made since 2015.
Sally Bunce commented
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!
Leoni Davis commented
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.
Damian Golding commented
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.
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!
The option for a pdf of the invoice to be sent automatically with an emailed invoice would be very helpful.
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.
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
Dan Hall commented
This has been requested by many of our members too. Would be great!