I would also like this feature, to be able to create different invoices for tax-deductible transactions vs not.

This is something that we would use as well. We have a preschool program that is run separately from the main use. We'd like to have a preschool membership, and modify the invoice template to use their logo instead of the regular logo.

I also agree with this. We have different committees that need to know the amount that has been invoiced. Membership committee gets memberships, event committee gets event registrations, ticket sales go to someone else, etc. Right now everyone is stuck looking at everything and wading through each other's business. It would be much better if I could define an event invoice, a membership invoice, and a ticket invoice, for instance, with different information and most importantly sent to different people (who are not necessarily WA admins!)

Also add macros for Organization mailing address and phone numbers that can be added to invoices, receipts and emails. Currently, you have to type that info in directly on each different template.

I completely agree with this one. We also have two very different entities who are invoiced : members and sponsors. They really need different invoice templates as their payment instructions are not the same.

Allow the system to configure different types of invoices. This is high priority. One for membership fees and another for events, training courses etc.

We would very much like the ability to use multiple invoice templates. One template is very constricting. We not only have multiple membership levels, but we also create many manual filing fee invoices on a daily basis, which really need their own distinct template.

It does not make sense to include the specific information in a membership email (as mentioned below by Dmitry) because our filing fee invoices are generated one at a time based on specific due dates, not for a list of members. And as of yet, you do not offer a way to generate multiple invoices at once, although this is another wishlist topic we hope you will add.

Our members need to be able to see the appropriate instructions at the time the invoice is received. Adding a custom message to each invoice emailed is not efficient.

Please add this feature!

It would be very handy to have different templates by membership level for invoices and receipts and payments. In that way, the messaging can be contextual to the membership level.

Improved and simplified customization of invoicing for those who are not HTML proficient.

John - what kind of membership information are you including into the invoice template? Have you considered sending that information in one of the membership emails instead?

Parent Booster USA would also like to be able to have an invoice for membership and another for other transactions. As it is, our invoice template is so full of membership-related information that when we use it for other things, e.g., to collect pre-paid filing fees, members get confused and think we're billing them again for their membership.

Thanks,

John Englund

Hi Donna,

Can you tell us what kind of information would you ideally like to put on the membership invoice?

Sales taxes are in work now (probably to be part of the next 4.4 release) - see http://forums.wildapricot.com/forums/308920-archive/suggestions/8834566-setting-up-sales-taxes-in-wa-7455

About invoice customization - you can actually customize them in Settings / Invoice but as far as I understand you do not want the system to put predefined word "Membership..." into invoice lines, right? This is a good point, but I'm not sure for now what can be done here.

As a new account on WA, we're now moving forward with invoices, events, etc.

I support the idea of having multiple invoice templates or selection capabilities.

For our events - we have three payment methods:

1) Online-Paypal

2) @ The Door

3) Mail in a Check

Thus, IMHO having the registrant choose their payment method and then have the associated invoice type generated/sent would be really helpful.

Regards,

Tim

I'd like to see this as well.

We would like to avoid too many emails when a member's renewal is coming up, and just send them the invoice with some personalisation about how much we'd appreciate their renewal for another year.

We just set up our Wild Apricot database recently. Most of our members have never logged on to their account, and might not have the understanding or patience to create a password and log in for the first time. The invoice makes it easy to pay but needs more of a personal touch.

We'd appreciate invoice templates for different purposes, mainly membership and events. At the moment our workaround is to turn off invoices for events, as anyone registering online probably will be continuing on to payment and doesn't need a separate invoice.

"For event registrations (can be changed for each event)"

We would like a multiple option as well. It is good that the payment instructions can be changed for each event but we often run multiple events at ONE time (ex: 1-conference 2-banquet 3-golf outing 4-trade competition).

We also have two organizations working together on some events. Invoices often need to reflect the name of one organization OR the other depending on who is collecting payment.

Any help would be appreciated. Thanks

Thanks Dimitry

I think I misunderstood what that field was for. I've had another look and it does seem to go a long way to solving my problem - thanks.

We are currently discussing how we can start using WA to streamline invoicing and payment tasks and this seems to solve one of the biggest blockers we were having. Thanks for coming back to me.

Max

Max, have you considered using the Payment instructions in events to specify that payment is only taken only - and a different one for other invoices?

Hi,

We'd love this feature.

For the sake of simplicity we only take payments for events online (they are for both members and non members) but allow memberships to be paid via a number of means.

We currently have the invoices suppressed on WA and continue to invoice from our accounting package becuase we're unable to change the template invoices for each type.

Thanks

Max

I would appreciate more details - what kind of differences would you like to have between those invoices and why?