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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.

56 votes
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    Kathy KnockKathy Knock shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Nicholas ChernoffNicholas Chernoff shared a merged idea: bulk invoices  ·   · 
    CMBACMBA shared a merged idea: member dues invoice printing  ·   · 
    Ed S.Ed S. shared a merged idea: Batch-invoice renewals  ·   · 

    46 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        Please make it a one click invoice feature, where it provides the name and mailing address for each contact/member.
        It's very aggravating to have to print them individually when you have multiple businesses. Thank you!

      • Anonymous commented  ·   ·  Flag as inappropriate

        Agreed! We waste hours every time we have an event. Our clients require itemized invoices and it is a huge hassle to print off each invoice individually.

      • JaclynJaclyn commented  ·   ·  Flag as inappropriate

        This is a must add feature! Very frustrating to have 150 invoices that I need to print/mail and I have to go into each individual account. Taking hours to invoice at this point.

      • Anonymous commented  ·   ·  Flag as inappropriate

        A mass registration feature and a way to print multiple invoices and add multiple people to one invoice would be so helpful to us. Not having this feature is becoming a customer satisfaction issue to our members...

      • Malissa BaderMalissa Bader commented  ·   ·  Flag as inappropriate

        Association does yearly renewals, not being able to print all the unpaid invoices is a huge hindrance to our business

      • Kimberly Eaton PreglerKimberly Eaton Pregler commented  ·   ·  Flag as inappropriate

        It would be great if we could simplify the invoice printing feature.
        Having to go into each individual invoice and asking for the print cycle the asking to print is very time consuming.
        It would be great if we could print the invoices that are open on the Customer Statement.

        If a customer has 4 open invoices and you have to open each one to print it takes forever.

        Would be nice if we could print ALL open invoices from the Open Receivables as well.

      • Joanna StraubJoanna Straub commented  ·   ·  Flag as inappropriate

        Ditto!! We are migrating to WA at renewal time, and the ability to bulk print invoices for all existing members to accompany a letter introducing the news system would have been immensely helpful. I can also see many times in the future that this would be helpful for individual events or activities.

      • CMBACMBA commented  ·   ·  Flag as inappropriate

        the ability to print multiple invoices for memberships due on the same date.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Snail mailing open balances to all members an invoice and or a Statement would be great one button. Account receivable would be collected faster.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I agree, we need a feature to create one invoice to apply to every member in the group. We are charging each member for a tshirt this week--it's the same cost per member, however, I'm going to have to create a new invoice for each one, even though they're identical. :(

      • efcefc commented  ·   ·  Flag as inappropriate

        We have aging receivables that we'd like to take another stab at getting paid. Some are from memberships that were new but never paid (still pending), others are from event registrations where payment went wrong (paypal can be confusing).

        Once a month or so I'd like to pull of these (this could be via the filter on the Invoices page or via an script we build using the API) and send emails to them reminding them of the outstanding invoice.

        For use with the API, all we'd need is the same special usable invoice link that ends up in the manual emails to be returned when an invoice record is returned. Then we could build the message that directs people back to an actionable invoice.

        To do this in the GUI, we'd need an Email button at the top when looking at a filtered list of invoices.

        ...Eric

      • robingrobing commented  ·   ·  Flag as inappropriate

        I love this idea - Kathy, you are so right! It is a horrible pain to have to do dozens of payment receipts one at a time, and a serious time suck. We're talking hours if there's a ton of payments to process and send receipts.

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