Invoices and receipts – customisation
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.
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.