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
Alisha Garber commented
Option to export invoices as a .pdf.
Josie Hummert commented
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 Allen commented
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
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!
make invoices; receipts; documents be able to be sent/ uploaded as an attachment pdf file separate from the print pdf feature
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!
Dale Koetke commented
Evgeny Zaritovskiy commented
Thanks for sharing ideas, I added this into our design queue.
YES! This option needs to be made available. Please implement this option which should be standard practice.
It would be nice to "send invoice as PDF" to the member. There is the option to export an invoice as a PDF, but then I have to download it and manually send it to the member. It would be nice if WA had the option to click a button and it sends it as a PDF.