We would also like to see multiple invoice templates.

For example, new members would see one template, renewing members would see another, then existing members signing up for additional services during the member year would see another.

Thanks!

We also would like to have the ability to use different invoice templates based on membership level and type of invoice.

Our need is driven by the requirement to inform the member of the percentage of their dues that could be tax deductible based on time our association spent in lobbyist activities. This percentage is different year to year and is required on the invoice. This could be different based on the membership level as there could be a difference between a vendor vs a association member. This type of tax deduction should not apply to events or training and so we would NOT want this statement on every type of invoice.

Please let us know if there is a way to do this within the system or if you require more clarification.

I'm surprised actually that nobody came up with this idea before - having multiple invoice templates that to be used for different workflows (i.e. one template for applications, another - for event registrations). This is especially important for custom invoices.

But problem with payment instructions is also interesting. You are basically talking about ability to have a set of instructions somewhere and be able to choose specific one for a specific invoice, right? We did not consider this at this angle. Can you give more comments on that?

Denys:

Thank you for taking it into consideration. Hopefully there will be enough interest. I can really see a benefit from having the option to save several templates and then have the ability to chose the one that you need. Of course you could always have a default template that would go out if no other template is chosen.

For now I guess my work around will be to save word documents for each template that I need. I will then copy and paste the text from the document into the WA template as I need them.

Larry, unfortunately there is only one invoice template and payment instructions macro. But let me move this to our wishlist forums to see how many would be interested in such option.

I very much love Wild Apricot but there is one improvement I could REALLY use!

This year we are experiencing a dues increase from our National Association and we want to be able to break down where our dues go for our members, so that they know what amount goes to National, what amount goes to State and what amount stays with the local. Unfortunately, because there is only one invoice template, we can't customize it to that extent. I would love to have a separate membership invoice that is not the same as what gets generated for events and other items. This would enable us to put the membership specific information needed directly on the invoice.

Thanks so much.

Donna Bidlack

Citrus County Builders Association

Just another thing to add to my website wish list is the ability to pdf and save a copy of invoices and receipts. At the moment you can print and email but it doesn’t let you save to another format. Several people recently have requested a pdf copy of their invoice/receipt so I have had to do up manual ones….which gets a bit fiddly.

Also it would be good to be able to edit the invoices / receipts to include some additional information. Eg some organisations request that the GST amount be included – at the moment I have it set up to say “GST inclusive” but that isn’t enough for some organisations. I suppose there isn’t some way to get it to calculate the GST amount automatically for Australia???

Invoice headings - we have some “subscription” for our members that are treated like membership levels to collect fees. At the moment I have my subscription orders set up as a membership level (not seen publicly) but I can’t email the invoice / receipt because the term “membership” automatically comes up on them which would be confusing. It means I have to create a manual receipt. It kind of works at the moment but it would be good to set it up slightly differently to membership….and reduce the number of membership levels I currently have.

Thoughts?