Multiple invoice templates
I search the forum, but I can't find anything regarding my situation...so I am posting it here. If there is a similar post and you can point me towards it, I would be greatful.
I guess my first question would be - can we create more than one invoice template? I have a template set up for new members and existing members who renew. This all works fine as I have the {Payment_Instructions} set up so that they make sense for these types of invoices. The instructions thank them for their membership payment and goes through some other 'membership' specific instructions.
What I am trying to do is invoice also set up an invoice that can be sent to our sponsors and other entities NOT associated with us as members, but more as contacts. So now when I send an invoice the {Payment_Instructions} for members is attached and it does not match what I am really trying to do.
Is there a way to create multiple invoice templates or even multiple {Payment_Instructions} that can be picked based on the type of invoice I want to send?
I hope that makes sense!!
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PATA UK commented
It should be possible to have different invoice templates for the different aspects of the website (Online Shop, Members & Events).
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Jennifer Bligh commented
We would like to customize the invoice template for each membership level where we indicate an automatic invoice should be sent - right now, that feature is useless because we can't put special language to give more detail about why the member is receiving the invoice - we are essentially limited to the standard invoice langauge.
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No workarounds at the moment
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Mario Mark Anders commented
I desperately need more than one invoice format, especially as events and membership require very different wordings. does anyone have a work around
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CARST commented
It would be nice to have a french and english invoice template as bilingual is a lot of text.
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Jordan Dempster commented
Just adding our voice to this one. We want to use the store, but we really need separate invoices for products from events. They don't work for both.
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Anne commented
It would be very helpful to create unique invoice templates for specific items we invoice our members for (flyer ads; marketing spots). Having the ability to have standard descriptions -- and ideally, also be able to include specific instructions or add a link to a page on the website to complete other information once paid.
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Erin White commented
People have been requesting this for a very long time - please make it happen SOON.
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Darrick Lee commented
Yes, Need the ability to create multiple invoice templates. This is useful for different membership and sponsor levels!
Could also use this for different events!!!
Please look at this effort! -
Mary Michelle Domingo commented
I suggest options for different Invoice Templates. (e.g. invoice template for membership, invoice template for events)
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Anonymous commented
I would like to modify my automatic renewal invoices so the "item" line does not say "Membership
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Anonymous commented
Create custom invoices for each event
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Anonymous commented
Yes, I agree with the request to have multiple templates for invoicing! We have instances where the event people are registering for should be tax deductible and need to put the details on the invoice and payment remittance instructions and others that are not, so it becomes quite confusing for the payor. I see that this has been requested recently, but concerned that the first request was back in 2011 and it still hasn't been addressed. PLEASE, PLEASE look into making this one of your next updates! Thank you!
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Christine commented
Our organization are also running into this issue now. I see Larry's comment posted on 2011 still isn't resolved. I question WA's commitment to improving its products and service, just raising your rates recently too!
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Cindy Ransbottom commented
I would also like to have multiple invoice options. It would be so helpful to be able to personalize the invoice to the exact situation. As a non-profit, we do sometimes add our transaction fee on to fees for payments by credit cards. With only one invoice, this can get confusing. People sometimes request an invoice for payment by check, and then when they receive it; they see the link for payment by credit card and change their minds. When this happens, we either have to absorb the transaction fee or go back to the member (which I do not like to do). Having multiple invoice templates would solve this problem.
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Jim Loving commented
I would like to have a different invoice template, payment instructions, and who should get copied on the invoice.
I want to sent it to my supplier.
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Anonymous commented
I would like to modify my automatic renewal invoices so the "item" line does not say "Membership Renewal. Level..." but rather, "Certification Renewal..." I can do this when editing an invoice individually but can't figure out where or how to do this for the ones that go out automatically. Since I don't think this is currently an option, I'd like to see the invoices have a little more customization. Not all of us are membership organizations and having that in the invoice, and online when people join is really confusing.
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Nicole Coates commented
Individualized invoices! There should be the capability to customize an invoice for membership and invoice for events!
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Ve Mellinghaus commented
We create invoices for 4 different types of membership levels, which should really contain different wording. We also create invoices for our advertisers, which is a totally different type of invoice (it is in German). So it would be nice if we had multiple types of invoices - which would then generate multiple types of receipts of payment.
We also have the issue that we are an e.V. who can issues tax receipts for membership payments. Some of them, but we can't do this, because we are limited by the fact that there is only 1 invoice and 1 receipt.
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Garry Swanson commented
There are some cases where we would like to have a membership level where an invoice is sent out Monthly. It would be beneficial if we could customize an invoice template to reflect wording for the membership level.
As an example, we have a membership level that would pay monthly, but we prefer not to call it a "renewal" but a "fee". The invoice would also come from a specific committee, which has their own logo that would be used for their invoice. The numbering could be the same, but some customization would be good.