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Bulk invoice print/email

Would really like the ability to email and/or print all invoices returned by a filter. It's a lot of unnecessary work to have to open each invoice to send it.

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    Kathy Knock shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    70 comments

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      • Wanda commented  ·   ·  Flag as inappropriate

        Teri,
        I feel your pain! To be able to bulk open invoices would be a marvelous time management feature I would so love to see. I was thrilled when I began using WA, and was pretty please for the most part, but like many of you, not all members pay online. Most are not even opening the emails due to many reasons that have already been mentioned. I too am a one person office and bulking invoices for print would be help tremendously!

      • Julie Miller commented  ·   ·  Flag as inappropriate

        That would be fantastic! It is SO MANY steps to do it individually! PLEASE ALLOW BULK INVOICING!!

      • Anonymous commented  ·   ·  Flag as inappropriate

        That would be fantastic! It is SO MANY steps to do it individually! PLEASE ALLOW BULK INVOICING!!

      • Angela White commented  ·   ·  Flag as inappropriate

        Absolutely!! We would use this feature regularly! No-one has time to print individually and we deal with schools who want printed invoices - please add this feature

      • Chandra Tracy commented  ·   ·  Flag as inappropriate

        This would be amazing. We have numerous clients in Wild Apricot and run into this problem daily!

      • Jeffrey Hill commented  ·   ·  Flag as inappropriate

        I have thousand members. A couple hundred of them prefer to get paper invoices at any given time, and that means printing 200+ invoices one at a time if I want to get paid. Some of these members are older and don't trust electronic payments, or they are confused by them, or some just prefer to have a piece of paper for their records. I'd love them to all use electronic payments, but it's just not happening at this time. You need to give me a way to tell WA to print all open invoices that meet particular criteria. You also need to allow the selection to be made on multiple criteria. For example, all unpaid invoices that were created electronically between date X and date Y.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I agree with this wholeheartedly. I would love the option to send out auto emails each month to anyone with an outstanding balance in their account. Right now I send monthly newsletters and include an account portion with a macro about account balance, but it would be nice to target those who we're specifically trying to collect from. Thank you!

      • Rachel Lord commented  ·   ·  Flag as inappropriate

        I will add that YES - this is a critical feature that WA is missing. It's making our membership renewal process extremely tedious....the opposite of what I was hoping for.

      • Robin Young commented  ·   ·  Flag as inappropriate

        Yes, this is needed! Taking me much more time than necessary because we don't have this.

      • Anonymous commented  ·   ·  Flag as inappropriate

        We are researching Wild Apricot for our club but the fact you cant bulk print invoices on renewal looks like a deal breaker. I find it hard to believe that this facility is not available in a product that purports to be a club/association software solution. Not all members have email and even if they did, many clubs choose to send hard copy invoices.

        Cmon guys what could be so hard to get this to work?

      • Teri Edwards commented  ·   ·  Flag as inappropriate

        As for the bulk invoice printing. I’m not asking for a lot – just the ability to print all open invoices at once. Try doing it a couple times on your own and see what a ridiculous number of steps your system requires.

        Step 1: click Finance tab.
        Step 2: Filter “with open balance”
        Step 3: Open first invoice
        Step 4: Click “Preview & Print”
        Step 5: Click “Print”
        (opens printer tab)
        Step 6: Click “Print” on new tab
        (return to main screen)
        Step 7: Click “back”
        Step 8: Click “next”
        Step 9: Repeat Steps 4-8 for each invoice.

        This month isn’t so bad – I only need to do it 27 times. In March, there were 89 invoices.

        Thank goodness, I am a small association.

      • Teri Edwards commented  ·   ·  Flag as inappropriate

        Thank You!!! I have requested this several times - even sent Wild Apricot a video of how inefficient it was. PLEASE, PLEASE, PLEASE!!!!

      • Cindy Vaughn commented  ·   ·  Flag as inappropriate

        Please add the ability to email and print invoices in bulk. We have 500+ overdue membership renewal invoices that need to be emailed and/or mailed by regular mail. Doing this one invoice at a time is going to take days, even weeks. Also, when exporting the list of outstanding invoices to Excel, the address of the contact should be an option to export so that a mail merge can be done for envelopes or labels.

      • Melissa commented  ·   ·  Flag as inappropriate

        Being able to print invoices in bulk or batch should be available and they should be able to be customized to fit into a window envelope.

      • Josie commented  ·   ·  Flag as inappropriate

        I would like to be able to print the invoices all at once in the invoice format that customers see in the email or by viewing it online. I don't want the excel spreadsheet, I want the actual invoice in a pdf so I can bulk print.

      • Liz commented  ·   ·  Flag as inappropriate

        We have many members who are older and don't have email, so we must invoice them by postal mail. Right now we do it by exporting the list of contacts with upcoming renewal due dates, reformatting the resulting Excel document, and then using the mail merge feature in Word to create invoices and mailing labels. It's a lot of work for something that should be simple and directly available through the WA interface.

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